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 5-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 | $116,700 | $177,572-34.3% | $154,803-24.6% | $142,382-18.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 3.37% | 65.07%-61.7pp | 58.88%-55.5pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,384 | $4,810-50.5% | $4,305-44.6% | $4,299-44.6% |
| Participant deferral / active EE | $5,625 | $6,272-10.3% | $5,540+1.5% | $6,507-13.6% |
| Admin fee / account holder | $11,864 | $16,786-29.3% | $14,329-17.2% | $12,624-6.0% |