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 | $151,516 | $70,428+115.1% | $96,562+56.9% | $85,850+76.5% |
| Participation rate | 63.6% | 61.8%+1.8pp | 69.8%-6.2pp | 69.3%-5.7pp |
| Annual return | 9.37% | 18.59%-9.2pp | 37.78%-28.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $2,319 | $1,413+64.1% | $2,356-1.6% | $2,565-9.6% |
| Participant deferral / active EE | $4,432 | $2,894+53.2% | $3,849+15.2% | $3,952+12.2% |
| Admin fee / account holder | $26,383 | $4,997+428.0% | $6,181+326.9% | $6,260+321.5% |