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 | $98,835 | $65,041+52.0% | $90,951+8.7% | $79,858+23.8% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 9.56% | 30.45%-20.9pp | 134.60%-125.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,536 | $1,247+23.2% | $2,122-27.6% | $2,471-37.8% |
| Participant deferral / active EE | $3,186 | $2,512+26.8% | $3,373-5.5% | $3,740-14.8% |
| Admin fee / account holder | $8,553 | $4,536+88.5% | $5,959+43.5% | $5,306+61.2% |