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 | $167,303 | $106,749+56.7% | $145,433+15.0% | $82,448+102.9% |
| Participation rate | 44.6% | 75.6%-31.1pp | 82.1%-37.5pp | 68.1%-23.5pp |
| Annual return | 12.89% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,454 | $3,444-28.8% | $4,554-46.1% | $2,551-3.8% |
| Participant deferral / active EE | $4,005 | $6,519-38.6% | $7,897-49.3% | $4,139-3.3% |
| Admin fee / account holder | $937 | $8,390-88.8% | $13,129-92.9% | $7,234-87.0% |