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 | $142,381 | $52,580+170.8% | $71,671+98.7% | $70,131+103.0% |
| Participation rate | 64.4% | 60.9%+3.6pp | 68.7%-4.3pp | 69.5%-5.1pp |
| Annual return | 8.44% | 20.25%-11.8pp | 20.65%-12.2pp | 73.14%-64.7pp |
| Employer contribution / active EE | $2,456 | $1,616+52.0% | $2,460-0.1% | $2,342+4.9% |
| Participant deferral / active EE | $5,086 | $2,386+113.1% | $3,438+47.9% | $3,332+52.6% |
| Admin fee / account holder | $6,291 | $3,653+72.2% | $5,558+13.2% | $4,645+35.4% |