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 | $116,288 | $63,346+83.6% | $92,233+26.1% | $70,131+65.8% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 9.64% | 530.12%-520.5pp | 176.28%-166.6pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,981 | $2,471-19.8% | $3,679-46.2% | $2,342-15.4% |
| Participant deferral / active EE | $4,137 | $2,854+45.0% | $3,897+6.2% | $3,332+24.2% |
| Admin fee / account holder | $2,734 | $3,840-28.8% | $5,194-47.4% | $4,645-41.2% |