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 7-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 | $45,747 | $102,966-55.6% | $90,281-49.3% | $152,861-70.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 2.06% | 95.16%-93.1pp | 78.10%-76.0pp | 345.32%-343.3pp |
| Employer contribution / active EE | $667 | $3,139-78.8% | $2,854-76.7% | $4,762-86.0% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,850+113.7% |
| Admin fee / account holder | $394 | $6,171-93.6% | $5,351-92.6% | $11,596-96.6% |