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 | $111,535-0.3% | $105,223+5.7% | $137,256-19.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 6.90% | 237.85%-231.0pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,559 | $3,939-35.0% | $3,689-30.6% | $4,156-38.4% |
| Participant deferral / active EE | $7,663 | $5,500+39.3% | $5,072+51.1% | $6,407+19.6% |
| Admin fee / account holder | $78,942 | $9,721+712.0% | $8,859+791.1% | $12,270+543.4% |