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 | $239,179 | $138,562+72.6% | $246,525-3.0% | $116,875+104.6% |
| Participation rate | 61.1% | 72.8%-11.7pp | 82.0%-20.8pp | 74.5%-13.4pp |
| Annual return | 8.85% | 16.14%-7.3pp | 0.46%+8.4pp | 16.29%-7.4pp |
| Employer contribution / active EE | $2,795 | $4,835-42.2% | $7,467-62.6% | $3,288-15.0% |
| Participant deferral / active EE | $5,224 | $4,207+24.2% | $5,422-3.7% | $3,885+34.5% |
| Admin fee / account holder | $4,975 | $18,110-72.5% | $16,551-69.9% | $12,263-59.4% |