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 | $66,183 | $159,602-58.5% | $150,045-55.9% | $142,382-53.5% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.3%-14.1pp | 80.1%-11.9pp |
| Annual return | 12.14% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,048 | $4,961-78.9% | $4,693-77.7% | $4,299-75.6% |
| Participant deferral / active EE | $3,941 | $8,310-52.6% | $7,997-50.7% | $6,507-39.4% |
| Admin fee / account holder | $1,188 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |