See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,368 | $117,983-81.9% | $101,794-79.0% | $142,382-85.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 1.79% | 36.92%-35.1pp | 30.53%-28.7pp | 217.08%-215.3pp |
| Employer contribution / active EE | $3,585 | $2,773+29.3% | $2,289+56.6% | $4,299-16.6% |
| Participant deferral / active EE | $11,139 | $4,714+136.3% | $4,084+172.7% | $6,507+71.2% |
| Admin fee / account holder | $239,835 | $10,433+2198.7% | $8,777+2632.5% | $12,624+1799.9% |