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 4-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 | $8,544 | $29,660-71.2% | $56,411-84.9% | $80,856-89.4% |
| Participation rate | 10.7% | 41.6%-30.9pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 10.54% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $175 | $669-73.8% | $1,039-83.1% | $2,755-93.6% |
| Participant deferral / active EE | $1,002 | $1,226-18.3% | $1,952-48.7% | $4,296-76.7% |
| Admin fee / account holder | $4,818 | $2,428+98.5% | $2,829+70.3% | $6,918-30.4% |