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 | $117,983-89.3% | $101,794-87.6% | $142,382-91.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 7.03% | 36.92%-29.9pp | 30.53%-23.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,718 | $2,773-2.0% | $2,289+18.7% | $4,299-36.8% |
| Participant deferral / active EE | $3,060 | $4,714-35.1% | $4,084-25.1% | $6,507-53.0% |
| Admin fee / account holder | $56,238 | $10,433+439.0% | $8,777+540.7% | $12,624+345.5% |