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 | $133,491 | $95,803+39.3% | $113,168+18.0% | $84,808+57.4% |
| Participation rate | 64.1% | 72.9%-8.8pp | 76.6%-12.5pp | 68.3%-4.2pp |
| Annual return | 10.95% | 25.00%-14.1pp | 24.27%-13.3pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,582 | $2,360-33.0% | $2,975-46.8% | $2,631-39.9% |
| Participant deferral / active EE | $4,397 | $4,242+3.7% | $5,107-13.9% | $4,212+4.4% |
| Admin fee / account holder | $23,019 | $8,989+156.1% | $12,068+90.7% | $7,344+213.4% |