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 | $122,943 | $66,098+86.0% | $101,794+20.8% | $74,304+65.5% |
| Participation rate | 31.3% | 53.8%-22.5pp | 69.2%-37.9pp | 60.3%-29.1pp |
| Annual return | 12.85% | 19.59%-6.7pp | 30.53%-17.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $384 | $1,082-64.5% | $2,289-83.2% | $2,241-82.9% |
| Participant deferral / active EE | $2,504 | $2,781-10.0% | $4,084-38.7% | $3,767-33.5% |
| Admin fee / account holder | $22,538 | $4,146+443.6% | $8,777+156.8% | $2,969+659.2% |