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 | $39,810 | $78,422-49.2% | $95,952-58.5% | $79,858-50.1% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.9pp | 69.6%-6.5pp |
| Annual return | 2.74% | 19.37%-16.6pp | 91.61%-88.9pp | 31.71%-29.0pp |
| Employer contribution / active EE | $534 | $1,945-72.6% | $2,541-79.0% | $2,471-78.4% |
| Participant deferral / active EE | $1,686 | $3,440-51.0% | $4,167-59.5% | $3,740-54.9% |
| Admin fee / account holder | $16,029 | $5,622+185.1% | $6,795+135.9% | $5,306+202.1% |