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 | $54,221 | $102,317-47.0% | $146,958-63.1% | $80,856-32.9% |
| Participation rate | 45.5% | 75.8%-30.4pp | 82.2%-36.7pp | 67.6%-22.2pp |
| Annual return | 10.25% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $968 | $3,713-73.9% | $4,933-80.4% | $2,755-64.9% |
| Participant deferral / active EE | $2,984 | $6,644-55.1% | $8,070-63.0% | $4,296-30.5% |
| Admin fee / account holder | $12,662 | $7,941+59.4% | $12,998-2.6% | $6,918+83.0% |