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 | $87,059 | $183,963-52.7% | $162,163-46.3% | $152,861-43.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 1.21% | 150.76%-149.6pp | 115.59%-114.4pp | 345.32%-344.1pp |
| Employer contribution / active EE | $6,307 | $6,371-1.0% | $5,614+12.3% | $4,762+32.4% |
| Participant deferral / active EE | $15,000 | $8,034+86.7% | $7,298+105.5% | $5,850+156.4% |
| Admin fee / account holder | $74,672 | $13,121+469.1% | $10,843+588.7% | $11,596+543.9% |