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 | $238,798 | $112,881+111.5% | $90,951+162.6% | $158,922+50.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 1.10% | 215.79%-214.7pp | 134.60%-133.5pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,500 | $2,893-48.2% | $2,122-29.3% | $4,761-68.5% |
| Participant deferral / active EE | $1,500 | $4,128-63.7% | $3,373-55.5% | $5,982-74.9% |
| Admin fee / account holder | $3,100 | $8,041-61.4% | $5,959-48.0% | $11,246-72.4% |