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 | $65,349 | $148,534-56.0% | $135,903-51.9% | $139,434-53.1% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 10.59% | 79.19%-68.6pp | 68.23%-57.6pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,407 | $5,243-35.0% | $4,856-29.8% | $4,751-28.3% |
| Participant deferral / active EE | $10,151 | $8,100+25.3% | $7,758+30.8% | $6,710+51.3% |
| Admin fee / account holder | $7,983 | $12,400-35.6% | $10,762-25.8% | $11,403-30.0% |