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 5-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 | $79,494 | $70,428+12.9% | $96,562-17.7% | $85,850-7.4% |
| Participation rate | 57.7% | 61.8%-4.1pp | 69.8%-12.1pp | 69.3%-11.6pp |
| Annual return | 4.55% | 18.59%-14.0pp | 37.78%-33.2pp | 318.53%-314.0pp |
| Employer contribution / active EE | $1,802 | $1,413+27.5% | $2,356-23.5% | $2,565-29.8% |
| Participant deferral / active EE | $4,730 | $2,894+63.5% | $3,849+22.9% | $3,952+19.7% |
| Admin fee / account holder | $45,368 | $4,997+808.0% | $6,181+634.0% | $6,260+624.7% |