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 | $65,744 | $177,572-63.0% | $154,803-57.5% | $142,382-53.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 2.79% | 65.07%-62.3pp | 58.88%-56.1pp | 217.08%-214.3pp |
| Employer contribution / active EE | $4,904 | $4,810+1.9% | $4,305+13.9% | $4,299+14.1% |
| Participant deferral / active EE | $10,928 | $6,272+74.3% | $5,540+97.2% | $6,507+67.9% |
| Admin fee / account holder | $192,947 | $16,786+1049.5% | $14,329+1246.5% | $12,624+1428.4% |