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 | $76,912 | $96,635-20.4% | $86,612-11.2% | $139,434-44.8% |
| Participation rate | 43.5% | 74.4%-30.9pp | 71.7%-28.2pp | 80.3%-36.8pp |
| Annual return | 9.92% | 106.41%-96.5pp | 591.07%-581.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $426 | $3,263-87.0% | $3,022-85.9% | $4,751-91.0% |
| Participant deferral / active EE | $1,910 | $4,836-60.5% | $4,438-57.0% | $6,710-71.5% |
| Admin fee / account holder | $12,791 | $6,408+99.6% | $5,614+127.8% | $11,403+12.2% |