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 | $140,712 | $60,892+131.1% | $82,389+70.8% | $84,808+65.9% |
| Participation rate | 46.9% | 63.3%-16.3pp | 69.5%-22.6pp | 68.3%-21.4pp |
| Annual return | 12.80% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,151 | $1,779+20.9% | $2,517-14.5% | $2,631-18.2% |
| Participant deferral / active EE | $3,735 | $3,179+17.5% | $4,155-10.1% | $4,212-11.3% |
| Admin fee / account holder | $15,059 | $5,467+175.4% | $7,231+108.3% | $7,344+105.1% |