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 | $18,704 | $49,922-62.5% | $80,569-76.8% | $75,163-75.1% |
| Participation rate | 38.0% | 55.3%-17.3pp | 67.0%-29.0pp | 67.2%-29.2pp |
| Annual return | 11.26% | 34.69%-23.4pp | 935.43%-924.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $332 | $1,698-80.4% | $2,723-87.8% | $2,670-87.6% |
| Participant deferral / active EE | $2,103 | $2,990-29.7% | $4,447-52.7% | $4,125-49.0% |
| Admin fee / account holder | $7,176 | $3,577+100.6% | $5,377+33.5% | $5,651+27.0% |