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 | $114,581 | $94,625+21.1% | $116,228-1.4% | $84,808+35.1% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.6%-20.7pp | 68.3%-14.5pp |
| Annual return | 10.67% | 20.40%-9.7pp | 90.06%-79.4pp | 40.90%-30.2pp |
| Employer contribution / active EE | $923 | $2,347-60.7% | $2,994-69.2% | $2,631-64.9% |
| Participant deferral / active EE | $3,308 | $3,972-16.7% | $4,953-33.2% | $4,212-21.5% |
| Admin fee / account holder | $18,766 | $10,091+86.0% | $11,989+56.5% | $7,344+155.5% |