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 | $117,380 | $56,053+109.4% | $75,972+54.5% | $80,856+45.2% |
| Participation rate | 51.9% | 62.0%-10.2pp | 69.1%-17.2pp | 67.6%-15.8pp |
| Annual return | 9.82% | 20.53%-10.7pp | 359.55%-349.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $409 | $1,874-78.2% | $2,685-84.8% | $2,755-85.1% |
| Participant deferral / active EE | $2,873 | $3,052-5.9% | $4,255-32.5% | $4,296-33.1% |
| Admin fee / account holder | $4,699 | $5,234-10.2% | $6,467-27.3% | $6,918-32.1% |