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 | $134,532 | $83,477+61.2% | $125,175+7.5% | $72,985+84.3% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 15.17% | 25.78%-10.6pp | 43.79%-28.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $2,238 | $2,345-4.6% | $3,865-42.1% | $2,440-8.3% |
| Participant deferral / active EE | $3,267 | $3,585-8.9% | $4,937-33.8% | $3,607-9.4% |
| Admin fee / account holder | $1,475 | $5,517-73.3% | $9,702-84.8% | $5,124-71.2% |