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 10-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 | $27,175 | $159,602-83.0% | $150,045-81.9% | $142,382-80.9% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.3%-25.8pp | 80.1%-23.6pp |
| Annual return | 11.52% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,432 | $4,961-71.1% | $4,693-69.5% | $4,299-66.7% |
| Participant deferral / active EE | $3,354 | $8,310-59.6% | $7,997-58.1% | $6,507-48.5% |
| Admin fee / account holder | $6,279 | $14,846-57.7% | $13,435-53.3% | $12,624-50.3% |