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 | $111,691 | $74,927+49.1% | $101,794+9.7% | $84,808+31.7% |
| Participation rate | 61.1% | 61.4%-0.3pp | 69.2%-8.1pp | 68.3%-7.2pp |
| Annual return | 12.46% | 18.70%-6.2pp | 30.53%-18.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,886 | $1,522+89.7% | $2,289+26.1% | $2,631+9.7% |
| Participant deferral / active EE | $5,486 | $3,099+77.0% | $4,084+34.3% | $4,212+30.3% |
| Admin fee / account holder | $1,443 | $6,514-77.8% | $8,777-83.6% | $7,344-80.3% |