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 | $125,573 | $57,281+119.2% | $86,612+45.0% | $75,163+67.1% |
| Participation rate | 45.8% | 63.2%-17.4pp | 71.7%-25.9pp | 67.2%-21.4pp |
| Annual return | 13.08% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,075 | $3,318+22.8% | $4,438-8.2% | $4,125-1.2% |
| Admin fee / account holder | $7,973 | $4,112+93.9% | $5,614+42.0% | $5,651+41.1% |