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 | $125,911 | $102,604+22.7% | $86,188+46.1% | $139,434-9.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 4.00% | 1922.51%-1918.5pp | 1168.45%-1164.5pp | 372.94%-368.9pp |
| Employer contribution / active EE | $2,031 | $3,032-33.0% | $2,380-14.7% | $4,751-57.3% |
| Participant deferral / active EE | $4,768 | $4,676+2.0% | $3,985+19.6% | $6,710-28.9% |
| Admin fee / account holder | $1,511 | $8,657-82.5% | $6,852-78.0% | $11,403-86.8% |