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 | $125,428 | $102,604+22.2% | $86,188+45.5% | $139,434-10.0% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.0%-10.1pp | 80.3%-21.5pp |
| Annual return | 1.47% | 1922.51%-1921.0pp | 1168.45%-1167.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $1,810 | $3,032-40.3% | $2,380-23.9% | $4,751-61.9% |
| Participant deferral / active EE | $3,825 | $4,676-18.2% | $3,985-4.0% | $6,710-43.0% |
| Admin fee / account holder | $52,135 | $8,657+502.3% | $6,852+660.9% | $11,403+357.2% |