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 | $123,854 | $111,724+10.9% | $93,606+32.3% | $145,922-15.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.10% | 202.98%-197.9pp | 133.20%-128.1pp | 561.29%-556.2pp |
| Employer contribution / active EE | $1,097 | $3,090-64.5% | $2,420-54.7% | $4,660-76.5% |
| Participant deferral / active EE | $6,120 | $4,912+24.6% | $4,411+38.7% | $6,688-8.5% |
| Admin fee / account holder | $133,342 | $10,250+1200.9% | $8,285+1509.4% | $13,397+895.3% |