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 | $67,577 | $85,202-20.7% | $172,739-60.9% | $72,985-7.4% |
| Participation rate | 35.3% | 70.1%-34.8pp | 82.6%-47.4pp | 69.5%-34.2pp |
| Annual return | 2.03% | 27.32%-25.3pp | 802.84%-800.8pp | 81.00%-79.0pp |
| Employer contribution / active EE | $815 | $3,324-75.5% | $5,143-84.1% | $2,440-66.6% |
| Participant deferral / active EE | $930 | $3,260-71.5% | $5,198-82.1% | $3,607-74.2% |
| Admin fee / account holder | $11,678 | $5,884+98.5% | $13,954-16.3% | $5,124+127.9% |