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 | $163,068 | $157,256+3.7% | $141,162+15.5% | $152,861+6.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 13.17% | 64.32%-51.2pp | 71.39%-58.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,242 | $5,261-76.4% | $4,735-73.8% | $4,762-73.9% |
| Participant deferral / active EE | $14,251 | $7,109+100.4% | $6,709+112.4% | $5,850+143.6% |
| Admin fee / account holder | $165,584 | $12,120+1266.2% | $10,261+1513.7% | $11,596+1327.9% |