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 | $122,817 | $177,572-30.8% | $154,803-20.7% | $142,382-13.7% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 6.95% | 65.07%-58.1pp | 58.88%-51.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,420 | $4,810-70.5% | $4,305-67.0% | $4,299-67.0% |
| Participant deferral / active EE | $7,744 | $6,272+23.5% | $5,540+39.8% | $6,507+19.0% |
| Admin fee / account holder | $167,410 | $16,786+897.3% | $14,329+1068.3% | $12,624+1226.2% |