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 | $236,261 | $77,899+203.3% | $149,673+57.9% | $75,163+214.3% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 12.39% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,431 | $3,137-54.4% | $4,818-70.3% | $2,670-46.4% |
| Participant deferral / active EE | $3,340 | $3,411-2.1% | $5,680-41.2% | $4,125-19.0% |
| Admin fee / account holder | $702 | $5,956-88.2% | $13,210-94.7% | $5,651-87.6% |