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 | $191,509 | $168,632+13.6% | $147,614+29.7% | $125,391+52.7% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -4.43% | 77.65%-82.1pp | 61.98%-66.4pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,686 | $6,252-57.0% | $5,564-51.7% | $4,866-44.8% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $2,819 | $13,580-79.2% | $11,611-75.7% | $9,540-70.5% |