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 | $187,556 | $95,266+96.9% | $82,389+127.6% | $142,382+31.7% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.5%-26.7pp | 80.1%-37.3pp |
| Annual return | 9.89% | 25.74%-15.8pp | 28.67%-18.8pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,028 | $2,991-65.6% | $2,517-59.2% | $4,299-76.1% |
| Participant deferral / active EE | $6,853 | $4,809+42.5% | $4,155+65.0% | $6,507+5.3% |
| Admin fee / account holder | $1,214 | $8,563-85.8% | $7,231-83.2% | $12,624-90.4% |