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 | $34,229 | $87,013-60.7% | $106,213-67.8% | $80,856-57.7% |
| Participation rate | 56.3% | 70.4%-14.2pp | 75.3%-19.0pp | 67.6%-11.4pp |
| Annual return | 8.93% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,988 | $2,395-17.0% | $3,171-37.3% | $2,755-27.9% |
| Participant deferral / active EE | $2,913 | $3,986-26.9% | $5,016-41.9% | $4,296-32.2% |
| Admin fee / account holder | $1,942 | $8,431-77.0% | $11,033-82.4% | $6,918-71.9% |