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 | $151,108 | $109,881+37.5% | $150,045+0.7% | $84,808+78.2% |
| Participation rate | 60.5% | 76.1%-15.6pp | 82.3%-21.8pp | 68.3%-7.8pp |
| Annual return | 13.28% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,542 | $3,561-0.5% | $4,693-24.5% | $2,631+34.6% |
| Participant deferral / active EE | $9,355 | $6,636+41.0% | $7,997+17.0% | $4,212+122.1% |
| Admin fee / account holder | $45,427 | $8,568+430.2% | $13,435+238.1% | $7,344+518.6% |