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 8-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 | $204,037 | $97,125+110.1% | $86,233+136.6% | $137,256+48.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 6.14% | 74.19%-68.0pp | 61.39%-55.2pp | 220.34%-214.2pp |
| Employer contribution / active EE | $11,810 | $2,841+315.7% | $2,504+371.6% | $4,156+184.2% |
| Participant deferral / active EE | $26,005 | $5,180+402.1% | $4,559+470.4% | $6,407+305.9% |
| Admin fee / account holder | $635 | $9,725-93.5% | $8,342-92.4% | $12,270-94.8% |