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 | $50,198 | $197,591-74.6% | $177,821-71.8% | $158,922-68.4% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.7%-32.7pp | 82.0%-27.0pp |
| Annual return | 2.42% | 58.76%-56.3pp | 48.32%-45.9pp | 302.83%-300.4pp |
| Employer contribution / active EE | $2,409 | $6,697-64.0% | $5,918-59.3% | $4,761-49.4% |
| Participant deferral / active EE | $3,827 | $8,405-54.5% | $7,714-50.4% | $5,982-36.0% |
| Admin fee / account holder | $3,037 | $15,399-80.3% | $12,427-75.6% | $11,246-73.0% |