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 | $96,476 | $73,933+30.5% | $96,683-0.2% | $75,163+28.4% |
| Participation rate | 31.6% | 66.4%-34.8pp | 74.3%-42.8pp | 67.2%-35.6pp |
| Annual return | 12.54% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,296 | $2,928-21.6% | $3,737-38.6% | $2,670-14.0% |
| Participant deferral / active EE | $3,957 | $3,659+8.2% | $4,878-18.9% | $4,125-4.1% |
| Admin fee / account holder | $58,752 | $5,216+1026.3% | $6,730+773.0% | $5,651+939.7% |