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 | $161,285 | $83,477+93.2% | $125,175+28.8% | $72,985+121.0% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 9.97% | 25.78%-15.8pp | 43.79%-33.8pp | 81.00%-71.0pp |
| Employer contribution / active EE | $2,617 | $2,345+11.6% | $3,865-32.3% | $2,440+7.2% |
| Participant deferral / active EE | $4,294 | $3,585+19.8% | $4,937-13.0% | $3,607+19.0% |
| Admin fee / account holder | $22,307 | $5,517+304.3% | $9,702+129.9% | $5,124+335.3% |