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 | $35,546 | $29,660+19.8% | $56,411-37.0% | $80,856-56.0% |
| Participation rate | 34.7% | 41.6%-7.0pp | 52.5%-17.8pp | 67.6%-33.0pp |
| Annual return | 9.12% | 35.23%-26.1pp | 1701.33%-1692.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,055 | $669+57.6% | $1,039+1.6% | $2,755-61.7% |
| Participant deferral / active EE | $2,342 | $1,226+91.0% | $1,952+20.0% | $4,296-45.5% |
| Admin fee / account holder | $1,631 | $2,428-32.8% | $2,829-42.3% | $6,918-76.4% |