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 9-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 | $88,823 | $81,460+9.0% | $103,333-14.0% | $80,856+9.9% |
| Participation rate | 29.6% | 66.8%-37.2pp | 74.5%-44.9pp | 67.6%-38.0pp |
| Annual return | 10.13% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,633 | $3,869-57.8% | $5,057-67.7% | $4,296-62.0% |
| Admin fee / account holder | $14,069 | $6,566+114.3% | $8,355+68.4% | $6,918+103.4% |