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 | $228,875 | $198,466+15.3% | $170,442+34.3% | $147,584+55.1% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 7.58% | 257.29%-249.7pp | 205.93%-198.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,620 | $6,184-73.8% | $5,433-70.2% | $4,876-66.8% |
| Participant deferral / active EE | $6,587 | $5,629+17.0% | $4,939+33.3% | $5,439+21.1% |
| Admin fee / account holder | $581,826 | $16,852+3352.6% | $13,880+4091.7% | $10,885+5245.1% |