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 | $132,726 | $37,426+254.6% | $77,482+71.3% | $79,858+66.2% |
| Participation rate | 16.4% | 41.5%-25.1pp | 54.2%-37.8pp | 69.6%-53.2pp |
| Annual return | 9.45% | 39.70%-30.2pp | 54.79%-45.3pp | 31.71%-22.3pp |
| Employer contribution / active EE | $312 | $637-51.1% | $986-68.4% | $2,471-87.4% |
| Participant deferral / active EE | $1,329 | $1,260+5.5% | $1,861-28.6% | $3,740-64.5% |
| Admin fee / account holder | $24,032 | $2,504+859.7% | $2,858+740.9% | $5,306+352.9% |