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 | $186,276 | $102,605+81.5% | $145,661+27.9% | $84,808+119.6% |
| Participation rate | 55.8% | 74.3%-18.5pp | 77.2%-21.4pp | 68.3%-12.5pp |
| Annual return | 11.58% | 26.50%-14.9pp | 101.46%-89.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $954 | $3,325-71.3% | $4,238-77.5% | $2,631-63.7% |
| Participant deferral / active EE | $3,152 | $5,750-45.2% | $7,198-56.2% | $4,212-25.2% |
| Admin fee / account holder | $9,164 | $8,758+4.6% | $12,466-26.5% | $7,344+24.8% |