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 | $201,407 | $80,968+148.7% | $96,544+108.6% | $75,163+168.0% |
| Participation rate | 67.3% | 71.8%-4.5pp | 76.0%-8.7pp | 67.2%+0.1pp |
| Annual return | 12.52% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,528 | $2,282+10.8% | $2,965-14.8% | $2,670-5.3% |
| Participant deferral / active EE | $8,330 | $3,928+112.1% | $4,851+71.7% | $4,125+101.9% |
| Admin fee / account holder | $9,968 | $6,724+48.2% | $8,252+20.8% | $5,651+76.4% |