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 | $29,074 | $79,944-63.6% | $98,439-70.5% | $75,163-61.3% |
| Participation rate | 52.4% | 70.4%-18.0pp | 75.2%-22.8pp | 67.2%-14.8pp |
| Annual return | 8.79% | 19.75%-11.0pp | 21.16%-12.4pp | 160.62%-151.8pp |
| Employer contribution / active EE | $1,083 | $2,264-52.2% | $3,048-64.5% | $2,670-59.4% |
| Participant deferral / active EE | $2,217 | $3,752-40.9% | $4,738-53.2% | $4,125-46.3% |
| Admin fee / account holder | $17,271 | $6,840+152.5% | $8,948+93.0% | $5,651+205.6% |