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 | $146,071 | $74,927+95.0% | $101,794+43.5% | $84,808+72.2% |
| Participation rate | 38.6% | 61.4%-22.8pp | 69.2%-30.6pp | 68.3%-29.7pp |
| Annual return | 11.31% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,948 | $1,522+28.0% | $2,289-14.9% | $2,631-26.0% |
| Participant deferral / active EE | $2,307 | $3,099-25.6% | $4,084-43.5% | $4,212-45.2% |
| Admin fee / account holder | $2,562 | $6,514-60.7% | $8,777-70.8% | $7,344-65.1% |