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 | $218,696 | $117,983+85.4% | $101,794+114.8% | $142,382+53.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 4.15% | 36.92%-32.8pp | 30.53%-26.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $963 | $2,773-65.3% | $2,289-57.9% | $4,299-77.6% |
| Participant deferral / active EE | $5,192 | $4,714+10.2% | $4,084+27.1% | $6,507-20.2% |
| Admin fee / account holder | $1,089 | $10,433-89.6% | $8,777-87.6% | $12,624-91.4% |