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 5-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 | $167,817 | $91,538+83.3% | $129,995+29.1% | $75,163+123.3% |
| Participation rate | 56.5% | 71.4%-14.9pp | 78.5%-22.0pp | 67.2%-10.7pp |
| Annual return | 7.20% | -631.11%+638.3pp | -137.18%+144.4pp | 160.62%-153.4pp |
| Employer contribution / active EE | $1,266 | $2,845-55.5% | $4,320-70.7% | $2,670-52.6% |
| Participant deferral / active EE | $5,600 | $4,341+29.0% | $5,820-3.8% | $4,125+35.8% |
| Admin fee / account holder | $29,968 | $6,790+341.3% | $10,614+182.3% | $5,651+430.3% |