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 5-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 | $42,158 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 4.53% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.5pp |
| Employer contribution / active EE | $8,173 | $4,961+64.8% | $4,693+74.1% | $4,299+90.1% |
| Participant deferral / active EE | $9,867 | $8,310+18.7% | $7,997+23.4% | $6,507+51.6% |
| Admin fee / account holder | $87,533 | $14,846+489.6% | $13,435+551.5% | $12,624+593.4% |