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 6-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 | $70,107 | $96,305-27.2% | $80,569-13.0% | $139,434-49.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 8.26% | 1350.08%-1341.8pp | 935.43%-927.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,096 | $3,262-66.4% | $2,723-59.8% | $4,751-76.9% |
| Participant deferral / active EE | $12,268 | $5,232+134.5% | $4,447+175.8% | $6,710+82.8% |
| Admin fee / account holder | $187,096 | $6,599+2735.4% | $5,377+3379.5% | $11,403+1540.8% |