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 | $26,649 | $175,202-84.8% | $149,673-82.2% | $139,434-80.9% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 0.84% | 166.71%-165.9pp | 134.42%-133.6pp | 372.94%-372.1pp |
| Employer contribution / active EE | $2,880 | $5,474-47.4% | $4,818-40.2% | $4,751-39.4% |
| Participant deferral / active EE | $11,520 | $6,519+76.7% | $5,680+102.8% | $6,710+71.7% |
| Admin fee / account holder | $288,013 | $16,150+1683.3% | $13,210+2080.3% | $11,403+2425.9% |