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 3-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 | $11,040 | $158,398-93.0% | $126,539-91.3% | $142,382-92.2% |
| Participation rate | 18.2% | 75.8%-57.6pp | 69.8%-51.6pp | 80.1%-61.9pp |
| Annual return | 9.03% | 593.76%-584.7pp | 425.95%-416.9pp | 217.08%-208.0pp |
| Employer contribution / active EE | $508 | $4,650-89.1% | $3,674-86.2% | $4,299-88.2% |
| Participant deferral / active EE | $835 | $4,767-82.5% | $4,083-79.6% | $6,507-87.2% |
| Admin fee / account holder | $14,545 | $6,918+110.2% | $6,065+139.8% | $12,624+15.2% |