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 | $81,373 | $202,318-59.8% | $172,739-52.9% | $152,861-46.8% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 10.22% | 1029.65%-1019.4pp | 802.84%-792.6pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,404 | $5,856-76.0% | $5,143-72.7% | $4,762-70.5% |
| Participant deferral / active EE | $3,694 | $5,948-37.9% | $5,198-28.9% | $5,850-36.9% |
| Admin fee / account holder | $2,359 | $17,109-86.2% | $13,954-83.1% | $11,596-79.7% |