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 | $90,254 | $177,572-49.2% | $154,803-41.7% | $142,382-36.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 9.97% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,863 | $4,810-61.3% | $4,305-56.7% | $4,299-56.7% |
| Participant deferral / active EE | $13,629 | $6,272+117.3% | $5,540+146.0% | $6,507+109.4% |
| Admin fee / account holder | $61,711 | $16,786+267.6% | $14,329+330.7% | $12,624+388.8% |