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 | $228,915 | $127,065+80.2% | $113,168+102.3% | $142,382+60.8% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 10.16% | 24.03%-13.9pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,657 | $3,442-51.9% | $2,975-44.3% | $4,299-61.5% |
| Participant deferral / active EE | $3,543 | $5,716-38.0% | $5,107-30.6% | $6,507-45.6% |
| Admin fee / account holder | $62,331 | $15,736+296.1% | $12,068+416.5% | $12,624+393.8% |