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 10-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 | $126,705 | $91,190+38.9% | $178,490-29.0% | $79,858+58.7% |
| Participation rate | 20.7% | 69.2%-48.5pp | 81.9%-61.2pp | 69.6%-48.9pp |
| Annual return | 8.67% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $407 | $3,256-87.5% | $5,011-91.9% | $2,471-83.5% |
| Participant deferral / active EE | $1,057 | $3,236-67.3% | $5,202-79.7% | $3,740-71.7% |
| Admin fee / account holder | $132,402 | $6,751+1861.2% | $13,984+846.8% | $5,306+2395.2% |