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 | $160,026 | $159,901+0.1% | $146,958+8.9% | $145,922+9.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.21% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,385 | $5,286-54.9% | $4,933-51.6% | $4,660-48.8% |
| Participant deferral / active EE | $5,063 | $8,428-39.9% | $8,070-37.3% | $6,688-24.3% |
| Admin fee / account holder | $96,747 | $15,044+543.1% | $12,998+644.3% | $13,397+622.2% |