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 | $84,715 | $70,669+19.9% | $169,368-50.0% | $75,163+12.7% |
| Participation rate | 55.7% | 64.8%-9.1pp | 77.1%-21.4pp | 67.2%-11.5pp |
| Annual return | 11.08% | 36.36%-25.3pp | 405.60%-394.5pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,430 | $2,211-35.3% | $4,013-64.4% | $2,670-46.4% |
| Participant deferral / active EE | $2,875 | $4,311-33.3% | $6,221-53.8% | $4,125-30.3% |
| Admin fee / account holder | $11,743 | $5,402+117.4% | $9,003+30.4% | $5,651+107.8% |