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 | $108,272 | $106,890+1.3% | $84,015+28.9% | $152,861-29.2% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 1.27% | 104.99%-103.7pp | 71.31%-70.0pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,570 | $2,734-42.6% | $1,983-20.8% | $4,762-67.0% |
| Participant deferral / active EE | $1,660 | $4,011-58.6% | $3,239-48.7% | $5,850-71.6% |
| Admin fee / account holder | $8,746 | $8,285+5.6% | $6,101+43.4% | $11,596-24.6% |