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 3-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 | $21,403 | $61,774-65.4% | $97,226-78.0% | $80,856-73.5% |
| Participation rate | 67.9% | 63.5%+4.4pp | 72.7%-4.8pp | 67.6%+0.2pp |
| Annual return | 7.58% | -557.90%+565.5pp | 75.13%-67.6pp | 35.59%-28.0pp |
| Employer contribution / active EE | $4,624 | $1,837+151.8% | $2,729+69.5% | $2,755+67.9% |
| Participant deferral / active EE | $2,395 | $3,029-20.9% | $4,264-43.8% | $4,296-44.2% |
| Admin fee / account holder | $909 | $5,166-82.4% | $5,654-83.9% | $6,918-86.9% |