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 | $65,519 | $102,317-36.0% | $146,958-55.4% | $80,856-19.0% |
| Participation rate | 62.9% | 75.8%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 10.38% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,513 | $3,713-59.2% | $4,933-69.3% | $2,755-45.1% |
| Participant deferral / active EE | $2,636 | $6,644-60.3% | $8,070-67.3% | $4,296-38.6% |
| Admin fee / account holder | $1,613 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |