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 | $120,536 | $100,773+19.6% | $88,946+35.5% | $142,382-15.3% |
| Participation rate | 59.1% | 74.3%-15.2pp | 68.8%-9.8pp | 80.1%-21.0pp |
| Annual return | 2.86% | 70.18%-67.3pp | 57.82%-55.0pp | 217.08%-214.2pp |
| Employer contribution / active EE | $1,956 | $2,918-33.0% | $2,555-23.5% | $4,299-54.5% |
| Participant deferral / active EE | $4,474 | $5,230-14.5% | $4,581-2.4% | $6,507-31.3% |
| Admin fee / account holder | $3,615 | $9,693-62.7% | $8,261-56.2% | $12,624-71.4% |