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 | $24,740 | $52,353-52.7% | $120,225-79.4% | $82,448-70.0% |
| Participation rate | 55.8% | 58.3%-2.5pp | 69.6%-13.8pp | 68.1%-12.3pp |
| Annual return | 12.70% | 61.85%-49.1pp | 439.23%-426.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,422 | $1,510-5.8% | $3,475-59.1% | $2,551-44.3% |
| Participant deferral / active EE | $2,803 | $2,627+6.7% | $3,999-29.9% | $4,139-32.3% |
| Admin fee / account holder | $5,318 | $4,363+21.9% | $5,696-6.6% | $7,234-26.5% |