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 | $125,479 | $106,515+17.8% | $96,683+29.8% | $139,434-10.0% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 4.01% | 38.43%-34.4pp | 35.69%-31.7pp | 372.94%-368.9pp |
| Employer contribution / active EE | $2,570 | $4,103-37.4% | $3,737-31.2% | $4,751-45.9% |
| Participant deferral / active EE | $9,769 | $5,454+79.1% | $4,878+100.3% | $6,710+45.6% |
| Admin fee / account holder | $29,116 | $7,877+269.6% | $6,730+332.7% | $11,403+155.3% |