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 | $167,859 | $74,927+124.0% | $101,794+64.9% | $84,808+97.9% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.2%-31.7pp | 68.3%-30.8pp |
| Annual return | 9.86% | 18.70%-8.8pp | 30.53%-20.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,070 | $1,522-29.7% | $2,289-53.2% | $2,631-59.3% |
| Participant deferral / active EE | $2,435 | $3,099-21.4% | $4,084-40.4% | $4,212-42.2% |
| Admin fee / account holder | $3,374 | $6,514-48.2% | $8,777-61.6% | $7,344-54.1% |