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 7-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 | $38,336 | $85,202-55.0% | $172,739-77.8% | $72,985-47.5% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 15.53% | 27.32%-11.8pp | 802.84%-787.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,418 | $3,260+4.8% | $5,198-34.2% | $3,607-5.2% |
| Admin fee / account holder | $27,422 | $5,884+366.1% | $13,954+96.5% | $5,124+435.1% |