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 8-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 | $30,469 | $81,460-62.6% | $103,333-70.5% | $80,856-62.3% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.6%-25.7pp |
| Annual return | 7.23% | 25.55%-18.3pp | 24.88%-17.7pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,070 | $3,105-65.5% | $3,868-72.3% | $2,755-61.2% |
| Participant deferral / active EE | $2,183 | $3,869-43.6% | $5,057-56.8% | $4,296-49.2% |
| Admin fee / account holder | $1,838 | $6,566-72.0% | $8,355-78.0% | $6,918-73.4% |