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 | $132,877 | $63,346+109.8% | $92,233+44.1% | $70,131+89.5% |
| Participation rate | 55.9% | 68.7%-12.8pp | 76.5%-20.6pp | 69.5%-13.7pp |
| Annual return | 10.68% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,496 | $2,471-39.5% | $3,679-59.3% | $2,342-36.1% |
| Participant deferral / active EE | $2,749 | $2,854-3.7% | $3,897-29.5% | $3,332-17.5% |
| Admin fee / account holder | $5,913 | $3,840+54.0% | $5,194+13.9% | $4,645+27.3% |