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 | $12,904 | $64,839-80.1% | $95,585-86.5% | $84,808-84.8% |
| Participation rate | 36.9% | 63.8%-26.9pp | 72.1%-35.2pp | 68.3%-31.4pp |
| Annual return | 10.67% | -670.96%+681.6pp | 38.56%-27.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $494 | $1,759-71.9% | $2,527-80.4% | $2,631-81.2% |
| Participant deferral / active EE | $1,045 | $2,965-64.7% | $4,023-74.0% | $4,212-75.2% |
| Admin fee / account holder | $7,276 | $5,964+22.0% | $6,127+18.7% | $7,344-0.9% |