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 | $188,403 | $177,572+6.1% | $154,803+21.7% | $142,382+32.3% |
| Participation rate | 29.2% | 82.1%-52.9pp | 78.1%-48.9pp | 80.1%-51.0pp |
| Annual return | 8.19% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,244 | $4,810-53.3% | $4,305-47.9% | $4,299-47.8% |
| Participant deferral / active EE | $6,269 | $6,2720% | $5,540+13.2% | $6,507-3.7% |
| Admin fee / account holder | $156,534 | $16,786+832.5% | $14,329+992.4% | $12,624+1140.0% |