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 | $171,925 | $72,071+138.5% | $68,368+151.5% | $137,256+25.3% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 11.49% | 353.14%-341.6pp | 292.57%-281.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,429 | $2,788-48.7% | $2,649-46.1% | $4,156-65.6% |
| Participant deferral / active EE | $3,057 | $4,410-30.7% | $4,123-25.9% | $6,407-52.3% |
| Admin fee / account holder | $39,474 | $5,336+639.8% | $5,150+666.5% | $12,270+221.7% |