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 | $123,344 | $27,915+341.8% | $58,482+110.9% | $75,163+64.1% |
| Participation rate | 45.5% | 38.8%+6.6pp | 50.9%-5.4pp | 67.2%-21.7pp |
| Annual return | 13.33% | 44.20%-30.9pp | 4239.32%-4226.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,378 | $669+106.0% | $1,053+30.9% | $2,670-48.4% |
| Participant deferral / active EE | $4,121 | $1,201+243.1% | $1,924+114.2% | $4,125-0.1% |
| Admin fee / account holder | $3,682 | $1,726+113.4% | $2,516+46.3% | $5,651-34.8% |