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 | $79,507 | $77,899+2.1% | $149,673-46.9% | $75,163+5.8% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.0pp | 67.2%-19.5pp |
| Annual return | 10.04% | 31.72%-21.7pp | 134.42%-124.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,094 | $3,137-65.1% | $4,818-77.3% | $2,670-59.0% |
| Participant deferral / active EE | $2,094 | $3,411-38.6% | $5,680-63.1% | $4,125-49.2% |
| Admin fee / account holder | $3,840 | $5,956-35.5% | $13,210-70.9% | $5,651-32.0% |