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 | $131,580 | $70,428+86.8% | $96,562+36.3% | $85,850+53.3% |
| Participation rate | 63.8% | 61.8%+2.0pp | 69.8%-6.0pp | 69.3%-5.5pp |
| Annual return | 3.71% | 18.59%-14.9pp | 37.78%-34.1pp | 318.53%-314.8pp |
| Employer contribution / active EE | $2,618 | $1,413+85.3% | $2,356+11.1% | $2,565+2.1% |
| Participant deferral / active EE | $6,562 | $2,894+126.8% | $3,849+70.5% | $3,952+66.1% |
| Admin fee / account holder | $3,574 | $4,997-28.5% | $6,181-42.2% | $6,260-42.9% |