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 | $211,734 | $180,749+17.1% | $160,784+31.7% | $137,256+54.3% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 9.77% | 2234.46%-2224.7pp | 1803.92%-1794.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,768 | $4,155-57.5% | $3,733-52.6% | $4,156-57.5% |
| Participant deferral / active EE | $3,220 | $6,844-53.0% | $6,293-48.8% | $6,407-49.7% |
| Admin fee / account holder | $5,342 | $10,397-48.6% | $9,717-45.0% | $12,270-56.5% |