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 7-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 | $101,163 | $108,919-7.1% | $100,391+0.8% | $145,922-30.7% |
| Participation rate | 30.0% | 82.9%-52.9pp | 81.5%-51.5pp | 80.3%-50.3pp |
| Annual return | 0.56% | 57.88%-57.3pp | 49.20%-48.6pp | 561.29%-560.7pp |
| Employer contribution / active EE | $2,727 | $4,419-38.3% | $3,942-30.8% | $4,660-41.5% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $117,580 | $9,689+1113.6% | $7,899+1388.5% | $13,397+777.7% |