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 | $33,411 | $81,460-59.0% | $103,333-67.7% | $80,856-58.7% |
| Participation rate | 27.0% | 66.8%-39.8pp | 74.5%-47.5pp | 67.6%-40.6pp |
| Annual return | 9.59% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $837 | $3,105-73.0% | $3,868-78.4% | $2,755-69.6% |
| Participant deferral / active EE | $1,689 | $3,869-56.3% | $5,057-66.6% | $4,296-60.7% |
| Admin fee / account holder | $631 | $6,566-90.4% | $8,355-92.4% | $6,918-90.9% |