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 | $143,171 | $94,625+51.3% | $116,228+23.2% | $84,808+68.8% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.6%-31.2pp | 68.3%-25.0pp |
| Annual return | 11.42% | 20.40%-9.0pp | 90.06%-78.6pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,783 | $2,347-24.0% | $2,994-40.5% | $2,631-32.2% |
| Participant deferral / active EE | $3,279 | $3,972-17.4% | $4,953-33.8% | $4,212-22.1% |
| Admin fee / account holder | $15,224 | $10,091+50.9% | $11,989+27.0% | $7,344+107.3% |