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 10-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 | $94,560 | $104,974-9.9% | $95,585-1.1% | $142,382-33.6% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 8.64% | 210.33%-201.7pp | 38.56%-29.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,751 | $4,352+32.1% | $4,023+43.0% | $6,507-11.6% |
| Admin fee / account holder | $297,142 | $6,386+4553.0% | $6,127+4749.4% | $12,624+2253.8% |