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 9-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 | $12,571 | $74,888-83.2% | $71,209-82.3% | $142,382-91.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 11.29% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $432 | $2,854-84.9% | $2,721-84.1% | $4,299-89.9% |
| Participant deferral / active EE | $975 | $4,454-78.1% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $7,298 | $5,568+31.1% | $5,349+36.4% | $12,624-42.2% |