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 | $188,121 | $109,413+71.9% | $156,263+20.4% | $84,808+121.8% |
| Participation rate | 54.0% | 72.7%-18.7pp | 78.9%-24.9pp | 68.3%-14.3pp |
| Annual return | 11.90% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,493 | $4,590-23.9% | $6,158-43.3% | $4,212-17.1% |
| Admin fee / account holder | $27,952 | $9,357+198.7% | $14,255+96.1% | $7,344+280.6% |