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 | $12,638 | $112,729-88.8% | $98,716-87.2% | $137,256-90.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 7.03% | 38.48%-31.5pp | 31.81%-24.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,718 | $2,725-0.3% | $2,279+19.3% | $4,156-34.6% |
| Participant deferral / active EE | $3,060 | $4,640-34.1% | $4,048-24.4% | $6,407-52.2% |
| Admin fee / account holder | $56,238 | $10,129+455.2% | $8,703+546.2% | $12,270+358.3% |