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 | $126,859 | $109,413+15.9% | $156,263-18.8% | $84,808+49.6% |
| Participation rate | 61.4% | 72.7%-11.3pp | 78.9%-17.5pp | 68.3%-6.9pp |
| Annual return | 4.29% | 20.18%-15.9pp | 59.47%-55.2pp | 40.90%-36.6pp |
| Employer contribution / active EE | $2,220 | $2,907-23.6% | $4,333-48.8% | $2,631-15.6% |
| Participant deferral / active EE | $3,925 | $4,590-14.5% | $6,158-36.3% | $4,212-6.8% |
| Admin fee / account holder | $14,221 | $9,357+52.0% | $14,255-0.2% | $7,344+93.6% |