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 | $143,340 | $81,248+76.4% | $155,509-7.8% | $80,856+77.3% |
| Participation rate | 60.7% | 66.2%-5.5pp | 78.2%-17.5pp | 67.6%-6.9pp |
| Annual return | 9.39% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,172 | $3,100-62.2% | $4,672-74.9% | $2,755-57.5% |
| Participant deferral / active EE | $5,713 | $3,452+65.5% | $5,626+1.6% | $4,296+33.0% |
| Admin fee / account holder | $8,259 | $7,997+3.3% | $15,912-48.1% | $6,918+19.4% |