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 | $52,871 | $40,385+30.9% | $80,569-34.4% | $74,419-29.0% |
| Participation rate | 6.0% | 47.4%-41.4pp | 67.0%-61.0pp | 70.7%-64.7pp |
| Annual return | 11.47% | 164.85%-153.4pp | 935.43%-924.0pp | 34.38%-22.9pp |
| Employer contribution / active EE | $251 | $1,496-83.2% | $2,723-90.8% | $2,637-90.5% |
| Participant deferral / active EE | $570 | $2,674-78.7% | $4,447-87.2% | $4,528-87.4% |
| Admin fee / account holder | $24,262 | $720+3270.3% | $5,377+351.2% | $348+6874.8% |