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 | $22,617 | $172,111-86.9% | $150,298-85.0% | $137,256-83.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 2.16% | 69.37%-67.2pp | 62.79%-60.6pp | 220.34%-218.2pp |
| Employer contribution / active EE | $10,109 | $4,636+118.1% | $4,154+143.4% | $4,156+143.2% |
| Participant deferral / active EE | $5,699 | $6,166-7.6% | $5,453+4.5% | $6,407-11.1% |
| Admin fee / account holder | $18,754 | $16,471+13.9% | $14,116+32.9% | $12,270+52.8% |