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 | $188,904 | $100,041+88.8% | $149,718+26.2% | $70,131+169.4% |
| Participation rate | 67.7% | 83.6%-15.8pp | 87.1%-19.3pp | 69.5%-1.8pp |
| Annual return | 7.53% | 27.43%-19.9pp | 1501.63%-1494.1pp | 73.14%-65.6pp |
| Employer contribution / active EE | $2,550 | $3,662-30.4% | $5,445-53.2% | $2,342+8.9% |
| Participant deferral / active EE | $2,422 | $4,983-51.4% | $6,569-63.1% | $3,332-27.3% |
| Admin fee / account holder | $9,152 | $8,286+10.5% | $11,283-18.9% | $4,645+97.0% |