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 7-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 | $28,707 | $70,606-59.3% | $53,898-46.7% | $142,382-79.8% |
| Participation rate | 18.2% | 63.7%-45.5pp | 55.0%-36.8pp | 80.1%-61.9pp |
| Annual return | 4.87% | 619.81%-614.9pp | 528.60%-523.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $396 | $1,202-67.0% | $932-57.5% | $4,299-90.8% |
| Participant deferral / active EE | $929 | $2,364-60.7% | $1,826-49.1% | $6,507-85.7% |
| Admin fee / account holder | $26,814 | $2,852+840.3% | $2,491+976.5% | $12,624+112.4% |