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 | $177,572-87.3% | $154,803-85.4% | $142,382-84.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 2.16% | 65.07%-62.9pp | 58.88%-56.7pp | 217.08%-214.9pp |
| Employer contribution / active EE | $10,109 | $4,810+110.2% | $4,305+134.8% | $4,299+135.1% |
| Participant deferral / active EE | $5,699 | $6,272-9.1% | $5,540+2.9% | $6,507-12.4% |
| Admin fee / account holder | $18,754 | $16,786+11.7% | $14,329+30.9% | $12,624+48.6% |