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 | $127,203 | $62,573+103.3% | $85,682+48.5% | $85,850+48.2% |
| Participation rate | 69.0% | 61.1%+7.8pp | 69.9%-0.9pp | 69.3%-0.3pp |
| Annual return | 10.55% | 23.77%-13.2pp | 21.49%-10.9pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,916 | $1,757+9.0% | $2,618-26.8% | $2,565-25.3% |
| Participant deferral / active EE | $4,249 | $2,802+51.6% | $3,923+8.3% | $3,952+7.5% |
| Admin fee / account holder | $969 | $4,640-79.1% | $6,873-85.9% | $6,260-84.5% |