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 | $165,296 | $24,730+568.4% | $66,042+150.3% | $84,808+94.9% |
| Participation rate | 59.7% | 68.1%-8.4pp | 67.5%-7.8pp | 68.3%-8.6pp |
| Annual return | 13.48% | 79.55%-66.1pp | 52.11%-38.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,970 | $1,737+186.1% | $2,835+75.3% | $4,212+18.0% |
| Admin fee / account holder | $17,804 | $3,014+490.7% | $5,747+209.8% | $7,344+142.4% |