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 | $91,485 | $132,634-31.0% | $115,768-21.0% | $137,256-33.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 8.46% | 160.70%-152.2pp | 100.46%-92.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,459 | $3,360-56.6% | $2,940-50.4% | $4,156-64.9% |
| Participant deferral / active EE | $3,600 | $5,619-35.9% | $4,917-26.8% | $6,407-43.8% |
| Admin fee / account holder | $71,526 | $15,028+376.0% | $12,439+475.0% | $12,270+482.9% |