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 9-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 | $58,870 | $209,411-71.9% | $178,490-67.0% | $158,922-63.0% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | -2.06% | 188.75%-190.8pp | 151.07%-153.1pp | 302.83%-304.9pp |
| Employer contribution / active EE | $1,548 | $5,706-72.9% | $5,011-69.1% | $4,761-67.5% |
| Participant deferral / active EE | $5,793 | $5,954-2.7% | $5,202+11.4% | $5,982-3.2% |
| Admin fee / account holder | $51,395 | $17,074+201.0% | $13,984+267.5% | $11,246+357.0% |