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 | $34,146 | $99,985-65.8% | $146,665-76.7% | $85,850-60.2% |
| Participation rate | 23.9% | 73.1%-49.2pp | 80.1%-56.2pp | 69.3%-45.4pp |
| Annual return | 10.50% | 18.93%-8.4pp | 22.74%-12.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,531 | $2,559-40.2% | $4,136-63.0% | $2,565-40.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $40,930 | $7,702+431.4% | $10,280+298.2% | $6,260+553.8% |