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 9-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 | $38,559 | $77,899-50.5% | $149,673-74.2% | $75,163-48.7% |
| Participation rate | 23.2% | 65.6%-42.4pp | 78.8%-55.6pp | 67.2%-44.0pp |
| Annual return | 9.52% | 31.72%-22.2pp | 134.42%-124.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,308 | $3,137-58.3% | $4,818-72.8% | $2,670-51.0% |
| Participant deferral / active EE | $1,314 | $3,411-61.5% | $5,680-76.9% | $4,125-68.2% |
| Admin fee / account holder | $11,311 | $5,956+89.9% | $13,210-14.4% | $5,651+100.2% |