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 | $63,099 | $148,534-57.5% | $135,903-53.6% | $139,434-54.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 10.97% | 79.19%-68.2pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,071 | $5,243-41.4% | $4,856-36.8% | $4,751-35.4% |
| Participant deferral / active EE | $8,890 | $8,100+9.7% | $7,758+14.6% | $6,710+32.5% |
| Admin fee / account holder | $126,129 | $12,400+917.2% | $10,762+1072.0% | $11,403+1006.2% |