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 6-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 | $41,299 | $109,881-62.4% | $150,045-72.5% | $84,808-51.3% |
| Participation rate | 49.0% | 76.1%-27.1pp | 82.3%-33.3pp | 68.3%-19.3pp |
| Annual return | 10.72% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,394 | $3,561-60.9% | $4,693-70.3% | $2,631-47.0% |
| Participant deferral / active EE | $5,459 | $6,636-17.7% | $7,997-31.7% | $4,212+29.6% |
| Admin fee / account holder | $2,637 | $8,568-69.2% | $13,435-80.4% | $7,344-64.1% |