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 | $119,136 | $116,175+2.5% | $93,606+27.3% | $152,861-22.1% |
| Participation rate | 64.3% | 78.0%-13.8pp | 75.8%-11.5pp | 82.4%-18.2pp |
| Annual return | 2.90% | 35.96%-33.1pp | 32.76%-29.9pp | 345.32%-342.4pp |
| Employer contribution / active EE | $1,722 | $3,218-46.5% | $2,718-36.6% | $4,762-63.8% |
| Participant deferral / active EE | $3,171 | $4,603-31.1% | $4,069-22.1% | $5,850-45.8% |
| Admin fee / account holder | $5,368 | $10,748-50.1% | $7,888-31.9% | $11,596-53.7% |