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 | $15,464 | $46,553-66.8% | $64,056-75.9% | $75,163-79.4% |
| Participation rate | 47.3% | 65.9%-18.6pp | 72.3%-25.0pp | 67.2%-19.9pp |
| Annual return | 10.26% | 26.03%-15.8pp | 33.69%-23.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $747 | $1,974-62.1% | $2,747-72.8% | $2,670-72.0% |
| Participant deferral / active EE | $1,251 | $2,837-55.9% | $3,880-67.8% | $4,125-69.7% |
| Admin fee / account holder | $960 | $2,952-67.5% | $3,068-68.7% | $5,651-83.0% |