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 | $80,225 | $43,327+85.2% | $59,878+34.0% | $64,186+25.0% |
| Participation rate | 68.8% | 69.2%-0.4pp | 74.7%-5.9pp | 69.6%-0.8pp |
| Annual return | -7.19% | -1.55%-5.6pp | 3.46%-10.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,293 | $2,028+62.3% | $2,722+21.0% | $2,381+38.3% |
| Participant deferral / active EE | $6,040 | $2,546+137.2% | $3,402+77.6% | $3,470+74.1% |
| Admin fee / account holder | $5,225 | $3,005+73.9% | $3,590+45.5% | $4,888+6.9% |