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 3-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 | $29,873 | $77,899-61.7% | $149,673-80.0% | $75,163-60.3% |
| Participation rate | 48.4% | 65.6%-17.2pp | 78.8%-30.4pp | 67.2%-18.8pp |
| Annual return | 12.76% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $392 | $3,137-87.5% | $4,818-91.9% | $2,670-85.3% |
| Participant deferral / active EE | $1,666 | $3,411-51.1% | $5,680-70.7% | $4,125-59.6% |
| Admin fee / account holder | $4,151 | $5,956-30.3% | $13,210-68.6% | $5,651-26.5% |