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 | $205,783 | $154,117+33.5% | $129,995+58.3% | $139,434+47.6% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.6pp | 80.3%-26.5pp |
| Annual return | 7.41% | 32.48%-25.1pp | -137.18%+144.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $3,082 | $5,289-41.7% | $4,320-28.7% | $4,751-35.1% |
| Participant deferral / active EE | $8,777 | $6,710+30.8% | $5,820+50.8% | $6,710+30.8% |
| Admin fee / account holder | $1,370 | $14,007-90.2% | $10,614-87.1% | $11,403-88.0% |