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 | $171,724 | $148,534+15.6% | $135,903+26.4% | $139,434+23.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 5.61% | 79.19%-73.6pp | 68.23%-62.6pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,428 | $5,243-72.8% | $4,856-70.6% | $4,751-69.9% |
| Participant deferral / active EE | $3,056 | $8,100-62.3% | $7,758-60.6% | $6,710-54.5% |
| Admin fee / account holder | $2,709 | $12,400-78.2% | $10,762-74.8% | $11,403-76.2% |