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 | $116,512 | $74,888+55.6% | $71,209+63.6% | $142,382-18.2% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 9.18% | 345.14%-336.0pp | 282.51%-273.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,223 | $2,854-57.1% | $2,721-55.0% | $4,299-71.6% |
| Participant deferral / active EE | $3,656 | $4,454-17.9% | $4,175-12.4% | $6,507-43.8% |
| Admin fee / account holder | $31,576 | $5,568+467.1% | $5,349+490.3% | $12,624+150.1% |