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 6-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 | $239,003 | $95,266+150.9% | $82,389+190.1% | $142,382+67.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | -5.46% | 25.74%-31.2pp | 28.67%-34.1pp | 217.08%-222.5pp |
| Employer contribution / active EE | $26,184 | $2,991+775.4% | $2,517+940.3% | $4,299+509.1% |
| Participant deferral / active EE | $18,728 | $4,809+289.4% | $4,155+350.8% | $6,507+187.8% |
| Admin fee / account holder | $1,133 | $8,563-86.8% | $7,231-84.3% | $12,624-91.0% |