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 | $113,763 | $185,822-38.8% | $169,993-33.1% | $139,434-18.4% |
| Participation rate | 65.0% | 87.8%-22.8pp | 87.0%-22.0pp | 80.3%-15.3pp |
| Annual return | 7.10% | 60.50%-53.4pp | 53.37%-46.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,863 | $11,622-49.5% | $10,408-43.7% | $6,710-12.6% |
| Admin fee / account holder | $996 | $15,381-93.5% | $12,815-92.2% | $11,403-91.3% |