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 | $166,809 | $60,892+173.9% | $82,389+102.5% | $84,808+96.7% |
| Participation rate | 43.4% | 63.3%-19.9pp | 69.5%-26.2pp | 68.3%-24.9pp |
| Annual return | 12.94% | 37.29%-24.4pp | 28.67%-15.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,056 | $1,779-40.7% | $2,517-58.1% | $2,631-59.9% |
| Participant deferral / active EE | $3,638 | $3,179+14.4% | $4,155-12.4% | $4,212-13.6% |
| Admin fee / account holder | $20,245 | $5,467+270.3% | $7,231+180.0% | $7,344+175.7% |