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 | $26,408 | $29,660-11.0% | $56,411-53.2% | $80,856-67.3% |
| Participation rate | 29.9% | 41.6%-11.8pp | 52.5%-22.6pp | 67.6%-37.8pp |
| Annual return | 8.08% | 35.23%-27.1pp | 1701.33%-1693.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $807 | $669+20.6% | $1,039-22.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,234 | $1,226+0.6% | $1,952-36.8% | $4,296-71.3% |
| Admin fee / account holder | $3,382 | $2,428+39.3% | $2,829+19.6% | $6,918-51.1% |