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 | $242,658 | $210,648+15.2% | $177,989+36.3% | $145,922+66.3% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 6.94% | 385.86%-378.9pp | 294.48%-287.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $790 | $4,565-82.7% | $3,949-80.0% | $4,660-83.0% |
| Participant deferral / active EE | $3,923 | $6,958-43.6% | $6,276-37.5% | $6,688-41.3% |
| Admin fee / account holder | $3,336 | $12,013-72.2% | $10,363-67.8% | $13,397-75.1% |