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 | $141,092 | $51,175+175.7% | $70,515+100.1% | $75,163+87.7% |
| Participation rate | 41.9% | 60.9%-19.0pp | 68.3%-26.4pp | 67.2%-25.3pp |
| Annual return | 10.23% | 30.02%-19.8pp | 32.77%-22.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,275 | $1,826-30.2% | $2,973-57.1% | $2,670-52.2% |
| Participant deferral / active EE | $3,847 | $2,849+35.0% | $4,567-15.8% | $4,125-6.7% |
| Admin fee / account holder | $14,077 | $4,091+244.1% | $6,412+119.5% | $5,651+149.1% |