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 | $118,383 | $49,173+140.8% | $121,098-2.2% | $75,163+57.5% |
| Participation rate | 63.9% | 55.4%+8.5pp | 69.5%-5.6pp | 67.2%-3.3pp |
| Annual return | 11.65% | 55.99%-44.3pp | 985.75%-974.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,880 | $1,546+86.3% | $4,164-30.8% | $2,670+7.9% |
| Participant deferral / active EE | $3,634 | $2,628+38.3% | $4,080-10.9% | $4,125-11.9% |
| Admin fee / account holder | $28,898 | $3,942+633.1% | $5,644+412.0% | $5,651+411.4% |