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 | $81,984 | $112,881-27.4% | $90,951-9.9% | $158,922-48.4% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 2.74% | 215.79%-213.1pp | 134.60%-131.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $743 | $2,893-74.3% | $2,122-65.0% | $4,761-84.4% |
| Participant deferral / active EE | $1,487 | $4,128-64.0% | $3,373-55.9% | $5,982-75.1% |
| Admin fee / account holder | $8,331 | $8,041+3.6% | $5,959+39.8% | $11,246-25.9% |