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 | $41,718 | $209,411-80.1% | $178,490-76.6% | $158,922-73.7% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | -10.37% | 188.75%-199.1pp | 151.07%-161.4pp | 302.83%-313.2pp |
| Employer contribution / active EE | $5,302 | $5,706-7.1% | $5,011+5.8% | $4,761+11.4% |
| Participant deferral / active EE | $7,529 | $5,954+26.4% | $5,202+44.7% | $5,982+25.9% |
| Admin fee / account holder | $2,349 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |