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 10-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 | $96,422 | $105,126-8.3% | $94,646+1.9% | $139,434-30.8% |
| Participation rate | 56.3% | 82.4%-26.1pp | 80.8%-24.6pp | 80.3%-24.1pp |
| Annual return | 10.66% | 38.03%-27.4pp | 156.71%-146.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,193 | $4,106-46.6% | $3,672-40.3% | $4,751-53.8% |
| Participant deferral / active EE | $7,643 | $7,599+0.6% | $7,418+3.0% | $6,710+13.9% |
| Admin fee / account holder | $3,102 | $8,984-65.5% | $7,231-57.1% | $11,403-72.8% |