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 10-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 | $81,982 | $30,400+169.7% | $53,898+52.1% | $84,808-3.3% |
| Participation rate | 23.1% | 46.4%-23.4pp | 55.0%-31.9pp | 68.3%-45.2pp |
| Annual return | 12.04% | 500.19%-488.2pp | 528.60%-516.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $401 | $603-33.5% | $932-57.0% | $2,631-84.8% |
| Participant deferral / active EE | $521 | $1,199-56.6% | $1,826-71.5% | $4,212-87.6% |
| Admin fee / account holder | $9,015 | $1,993+352.2% | $2,491+261.9% | $7,344+22.8% |