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 | $17,171 | $81,248-78.9% | $155,509-89.0% | $80,856-78.8% |
| Participation rate | 29.1% | 66.2%-37.2pp | 78.2%-49.1pp | 67.6%-38.6pp |
| Annual return | 5.74% | 33.31%-27.6pp | 64.67%-58.9pp | 35.59%-29.9pp |
| Employer contribution / active EE | $436 | $3,100-85.9% | $4,672-90.7% | $2,755-84.2% |
| Participant deferral / active EE | $1,345 | $3,452-61.0% | $5,626-76.1% | $4,296-68.7% |
| Admin fee / account holder | $3,375 | $7,997-57.8% | $15,912-78.8% | $6,918-51.2% |