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 | $161,441 | $95,803+68.5% | $113,168+42.7% | $84,808+90.4% |
| Participation rate | 63.3% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-5.0pp |
| Annual return | 4.26% | 25.00%-20.7pp | 24.27%-20.0pp | 40.90%-36.6pp |
| Employer contribution / active EE | $1,690 | $2,360-28.4% | $2,975-43.2% | $2,631-35.8% |
| Participant deferral / active EE | $5,519 | $4,242+30.1% | $5,107+8.1% | $4,212+31.0% |
| Admin fee / account holder | $41,795 | $8,989+365.0% | $12,068+246.3% | $7,344+469.1% |