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 | $91,465 | $56,053+63.2% | $75,972+20.4% | $80,856+13.1% |
| Participation rate | 57.6% | 62.0%-4.5pp | 69.1%-11.5pp | 67.6%-10.1pp |
| Annual return | 9.74% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,811 | $1,874-3.4% | $2,685-32.6% | $2,755-34.3% |
| Participant deferral / active EE | $3,220 | $3,052+5.5% | $4,255-24.3% | $4,296-25.0% |
| Admin fee / account holder | $3,671 | $5,234-29.9% | $6,467-43.2% | $6,918-46.9% |