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 | $166,971 | $81,233+105.5% | $155,567+7.3% | $80,874+106.5% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.4pp | 67.6%-12.8pp |
| Annual return | 9.87% | 33.33%-23.5pp | 64.74%-54.9pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,984 | $3,101-3.8% | $4,674-36.1% | $2,756+8.3% |
| Participant deferral / active EE | $7,558 | $3,452+118.9% | $5,628+34.3% | $4,297+75.9% |
| Admin fee / account holder | $19,926 | $7,998+149.2% | $15,916+25.2% | $6,935+187.3% |