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 | $25,866 | $214,378-87.9% | $200,582-87.1% | $142,382-81.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 10.26% | 46.41%-36.1pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,517 | $6,841-77.8% | $6,419-76.4% | $4,299-64.7% |
| Participant deferral / active EE | $8,191 | $9,865-17.0% | $9,331-12.2% | $6,507+25.9% |
| Admin fee / account holder | $30,221 | $17,692+70.8% | $16,305+85.4% | $12,624+139.4% |