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 | $82,209 | $64,324+27.8% | $118,925-30.9% | $79,858+2.9% |
| Participation rate | 58.3% | 64.9%-6.5pp | 75.4%-17.0pp | 69.6%-11.3pp |
| Annual return | 9.01% | 86.45%-77.4pp | 35.88%-26.9pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,276 | $1,836-30.5% | $3,263-60.9% | $2,471-48.4% |
| Participant deferral / active EE | $2,058 | $2,824-27.1% | $4,265-51.8% | $3,740-45.0% |
| Admin fee / account holder | $15,974 | $4,040+295.4% | $6,581+142.8% | $5,306+201.0% |