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 | $65,396 | $65,041+0.5% | $90,951-28.1% | $79,858-18.1% |
| Participation rate | 54.5% | 61.6%-7.1pp | 69.0%-14.5pp | 69.6%-15.1pp |
| Annual return | 9.33% | 30.45%-21.1pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,123 | $1,247-10.0% | $2,122-47.1% | $2,471-54.6% |
| Participant deferral / active EE | $2,992 | $2,512+19.1% | $3,373-11.3% | $3,740-20.0% |
| Admin fee / account holder | $6,695 | $4,536+47.6% | $5,959+12.4% | $5,306+26.2% |