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 | $100,209 | $102,604-2.3% | $86,188+16.3% | $139,434-28.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -4.60% | 1922.51%-1927.1pp | 1168.45%-1173.0pp | 372.94%-377.5pp |
| Employer contribution / active EE | $2,634 | $3,032-13.1% | $2,380+10.7% | $4,751-44.6% |
| Participant deferral / active EE | $5,929 | $4,676+26.8% | $3,985+48.8% | $6,710-11.6% |
| Admin fee / account holder | $275,255 | $8,657+3079.7% | $6,852+3917.4% | $11,403+2314.0% |