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 | $189,502 | $148,534+27.6% | $135,903+39.4% | $139,434+35.9% |
| Participation rate | 12.5% | 83.9%-71.4pp | 81.9%-69.4pp | 80.3%-67.8pp |
| Annual return | 9.99% | 79.19%-69.2pp | 68.23%-58.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,623 | $5,243-50.0% | $4,856-46.0% | $4,751-44.8% |
| Participant deferral / active EE | $8,656 | $8,100+6.9% | $7,758+11.6% | $6,710+29.0% |
| Admin fee / account holder | $100,874 | $12,400+713.5% | $10,762+837.3% | $11,403+784.7% |