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 | $41,450 | $78,672-47.3% | $109,143-62.0% | $85,850-51.7% |
| Participation rate | 42.3% | 68.3%-26.0pp | 75.9%-33.6pp | 69.3%-27.0pp |
| Annual return | 7.92% | 25.09%-17.2pp | 25.75%-17.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $1,100 | $2,735-59.8% | $3,722-70.4% | $2,565-57.1% |
| Participant deferral / active EE | $2,139 | $3,467-38.3% | $4,653-54.0% | $3,952-45.9% |
| Admin fee / account holder | $9,188 | $5,469+68.0% | $6,752+36.1% | $6,260+46.8% |