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 | $94,553 | $29,051+225.5% | $52,425+80.4% | $67,986+39.1% |
| Participation rate | 28.0% | 30.4%-2.4pp | 55.6%-27.6pp | 57.2%-29.2pp |
| Annual return | 13.19% | 24.00%-10.8pp | 302.12%-288.9pp | 31.67%-18.5pp |
| Employer contribution / active EE | $461 | $412+11.8% | $914-49.6% | $2,019-77.2% |
| Participant deferral / active EE | $1,733 | $873+98.5% | $1,790-3.2% | $3,358-48.4% |
| Admin fee / account holder | $517 | $2,113-75.5% | $2,495-79.3% | $3,203-83.9% |