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 | $176,624 | $57,016+209.8% | $84,966+107.9% | $80,856+118.4% |
| Participation rate | 64.8% | 56.3%+8.5pp | 67.5%-2.7pp | 67.6%-2.8pp |
| Annual return | 8.53% | 21.66%-13.1pp | 66.38%-57.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,587 | $1,798+43.9% | $2,727-5.1% | $2,755-6.1% |
| Participant deferral / active EE | $8,563 | $3,110+175.4% | $4,519+89.5% | $4,296+99.3% |
| Admin fee / account holder | $70,219 | $4,980+1309.9% | $6,149+1042.0% | $6,918+915.0% |