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 | $43,007 | $149,040-71.1% | $120,225-64.2% | $137,256-68.7% |
| Participation rate | 58.3% | 75.4%-17.1pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 1.57% | 605.68%-604.1pp | 439.23%-437.7pp | 220.34%-218.8pp |
| Employer contribution / active EE | $1,130 | $4,350-74.0% | $3,475-67.5% | $4,156-72.8% |
| Participant deferral / active EE | $1,438 | $4,655-69.1% | $3,999-64.1% | $6,407-77.6% |
| Admin fee / account holder | $21,711 | $6,348+242.0% | $5,696+281.1% | $12,270+76.9% |