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 | $222,837 | $95,803+132.6% | $113,168+96.9% | $84,808+162.8% |
| Participation rate | 69.4% | 72.9%-3.4pp | 76.6%-7.1pp | 68.3%+1.1pp |
| Annual return | 10.98% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $961 | $2,360-59.3% | $2,975-67.7% | $2,631-63.5% |
| Participant deferral / active EE | $4,259 | $4,242+0.4% | $5,107-16.6% | $4,212+1.1% |
| Admin fee / account holder | $32,406 | $8,989+260.5% | $12,068+168.5% | $7,344+341.3% |