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 7-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 | $111,169 | $114,381-2.8% | $107,525+3.4% | $142,382-21.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 6.90% | 242.71%-235.8pp | 181.32%-174.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,559 | $4,015-36.3% | $3,754-31.8% | $4,299-40.5% |
| Participant deferral / active EE | $7,663 | $5,564+37.7% | $5,116+49.8% | $6,507+17.8% |
| Admin fee / account holder | $78,942 | $9,860+700.6% | $8,919+785.1% | $12,624+525.3% |