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 | $101,054 | $78,705+28.4% | $117,854-14.3% | $70,131+44.1% |
| Participation rate | 53.6% | 73.2%-19.6pp | 79.7%-26.1pp | 69.5%-16.0pp |
| Annual return | 11.85% | 23.30%-11.5pp | 335.08%-323.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,772 | $2,223-20.3% | $3,786-53.2% | $2,342-24.4% |
| Participant deferral / active EE | $4,844 | $3,297+46.9% | $4,482+8.1% | $3,332+45.4% |
| Admin fee / account holder | $3,753 | $5,065-25.9% | $8,020-53.2% | $4,645-19.2% |