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 | $121,238 | $57,016+112.6% | $84,966+42.7% | $80,856+49.9% |
| Participation rate | 48.7% | 56.3%-7.7pp | 67.5%-18.8pp | 67.6%-19.0pp |
| Annual return | 9.62% | 21.66%-12.0pp | 66.38%-56.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,975 | $1,798+9.9% | $2,727-27.6% | $2,755-28.3% |
| Participant deferral / active EE | $4,627 | $3,110+48.8% | $4,519+2.4% | $4,296+7.7% |
| Admin fee / account holder | $2,273 | $4,980-54.4% | $6,149-63.0% | $6,918-67.1% |