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 | $32,984 | $73,933-55.4% | $96,683-65.9% | $75,163-56.1% |
| Participation rate | 24.1% | 66.4%-42.3pp | 74.3%-50.2pp | 67.2%-43.1pp |
| Annual return | 12.10% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,027 | $2,928-64.9% | $3,737-72.5% | $2,670-61.5% |
| Participant deferral / active EE | $1,920 | $3,659-47.5% | $4,878-60.6% | $4,125-53.5% |
| Admin fee / account holder | $4,762 | $5,216-8.7% | $6,730-29.2% | $5,651-15.7% |