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 8-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 | $102,696 | $57,065+80.0% | $75,670+35.7% | $70,131+46.4% |
| Participation rate | 60.6% | 68.1%-7.5pp | 72.3%-11.7pp | 69.5%-8.9pp |
| Annual return | 6.06% | 23.57%-17.5pp | 27.34%-21.3pp | 73.14%-67.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,907 | $2,580+12.7% | $3,142-7.5% | $3,332-12.7% |
| Admin fee / account holder | $7,609 | $3,825+98.9% | $5,800+31.2% | $4,645+63.8% |