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 5-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 | $70,215 | $96,484-27.2% | $156,263-55.1% | $74,304-5.5% |
| Participation rate | 22.3% | 67.7%-45.3pp | 78.9%-56.6pp | 60.3%-38.0pp |
| Annual return | 11.18% | 17.73%-6.6pp | 59.47%-48.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,074 | $2,528-57.5% | $4,333-75.2% | $2,241-52.1% |
| Participant deferral / active EE | $2,150 | $4,286-49.8% | $6,158-65.1% | $3,767-42.9% |
| Admin fee / account holder | $4,707 | $3,728+26.3% | $14,255-67.0% | $2,969+58.5% |