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 | $231,541 | $77,899+197.2% | $149,673+54.7% | $75,163+208.1% |
| Participation rate | 35.3% | 65.6%-30.3pp | 78.8%-43.5pp | 67.2%-31.9pp |
| Annual return | 10.19% | 31.72%-21.5pp | 134.42%-124.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,681 | $3,137-14.5% | $4,818-44.4% | $2,670+0.4% |
| Participant deferral / active EE | $5,071 | $3,411+48.7% | $5,680-10.7% | $4,125+22.9% |
| Admin fee / account holder | $41,953 | $5,956+604.4% | $13,210+217.6% | $5,651+642.4% |