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 | $193,153 | $94,625+104.1% | $116,228+66.2% | $84,808+127.8% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.6%-15.7pp | 68.3%-9.5pp |
| Annual return | 9.89% | 20.40%-10.5pp | 90.06%-80.2pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,672 | $2,347+13.9% | $2,994-10.8% | $2,631+1.6% |
| Participant deferral / active EE | $5,345 | $3,972+34.6% | $4,953+7.9% | $4,212+26.9% |
| Admin fee / account holder | $13,723 | $10,091+36.0% | $11,989+14.5% | $7,344+86.9% |