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 6-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 | $35,311 | $118,849-70.3% | $96,562-63.4% | $167,490-78.9% |
| Participation rate | 43.8% | 75.5%-31.7pp | 69.8%-26.1pp | 82.1%-38.4pp |
| Annual return | 6.47% | 50.49%-44.0pp | 37.78%-31.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $1,409 | $3,120-54.8% | $2,356-40.2% | $4,837-70.9% |
| Participant deferral / active EE | $2,221 | $4,616-51.9% | $3,849-42.3% | $6,341-65.0% |
| Admin fee / account holder | $12,288 | $8,065+52.4% | $6,181+98.8% | $12,309-0.2% |