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 | $111,910 | $66,098+69.3% | $101,794+9.9% | $74,304+50.6% |
| Participation rate | 53.8% | 53.8%0pp | 69.2%-15.4pp | 60.3%-6.6pp |
| Annual return | 11.23% | 19.59%-8.4pp | 30.53%-19.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,576 | $1,082+45.7% | $2,289-31.2% | $2,241-29.7% |
| Participant deferral / active EE | $3,115 | $2,781+12.0% | $4,084-23.7% | $3,767-17.3% |
| Admin fee / account holder | $17,789 | $4,146+329.1% | $8,777+102.7% | $2,969+499.2% |