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 | $113,184 | $29,319+286.0% | $52,425+115.9% | $82,448+37.3% |
| Participation rate | 19.0% | 46.9%-27.8pp | 55.6%-36.6pp | 68.1%-49.0pp |
| Annual return | 10.99% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.7pp |
| Employer contribution / active EE | $634 | $586+8.1% | $914-30.6% | $2,551-75.1% |
| Participant deferral / active EE | $985 | $1,171-15.9% | $1,790-45.0% | $4,139-76.2% |
| Admin fee / account holder | $3,558 | $1,962+81.3% | $2,495+42.6% | $7,234-50.8% |