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 4-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 | $28,340 | $173,345-83.7% | $136,007-79.2% | $145,922-80.6% |
| Participation rate | 25.0% | 80.5%-55.5pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 1.91% | 1163.32%-1161.4pp | 579.32%-577.4pp | 561.29%-559.4pp |
| Employer contribution / active EE | $2,084 | $5,278-60.5% | $4,217-50.6% | $4,660-55.3% |
| Participant deferral / active EE | $5,250 | $8,699-39.7% | $7,025-25.3% | $6,688-21.5% |
| Admin fee / account holder | $10,526 | $9,954+5.7% | $6,858+53.5% | $13,397-21.4% |