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 5-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 | $159,602 | $117,983+35.3% | $101,794+56.8% | $142,382+12.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 7.78% | 36.92%-29.1pp | 30.53%-22.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,274 | $2,773-54.0% | $2,289-44.3% | $4,299-70.4% |
| Participant deferral / active EE | $1,593 | $4,714-66.2% | $4,084-61.0% | $6,507-75.5% |
| Admin fee / account holder | $1,356 | $10,433-87.0% | $8,777-84.6% | $12,624-89.3% |