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 | $113,513 | $111,535+1.8% | $105,223+7.9% | $137,256-17.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 4.13% | 237.85%-233.7pp | 180.65%-176.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $1,370 | $3,939-65.2% | $3,689-62.8% | $4,156-67.0% |
| Participant deferral / active EE | $2,249 | $5,500-59.1% | $5,072-55.6% | $6,407-64.9% |
| Admin fee / account holder | $8,700 | $9,721-10.5% | $8,859-1.8% | $12,270-29.1% |