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 | $164,167 | $74,888+119.2% | $71,209+130.5% | $142,382+15.3% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 11.58% | 345.14%-333.6pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $425 | $2,854-85.1% | $2,721-84.4% | $4,299-90.1% |
| Participant deferral / active EE | $1,235 | $4,454-72.3% | $4,175-70.4% | $6,507-81.0% |
| Admin fee / account holder | $60,942 | $5,568+994.4% | $5,349+1039.4% | $12,624+382.8% |