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 | $104,436 | $61,774+69.1% | $97,226+7.4% | $80,856+29.2% |
| Participation rate | 51.3% | 63.5%-12.2pp | 72.7%-21.4pp | 67.6%-16.4pp |
| Annual return | 8.25% | -557.90%+566.2pp | 75.13%-66.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,122 | $1,837-38.9% | $2,729-58.9% | $2,755-59.3% |
| Participant deferral / active EE | $2,890 | $3,029-4.6% | $4,264-32.2% | $4,296-32.7% |
| Admin fee / account holder | $5,144 | $5,166-0.4% | $5,654-9.0% | $6,918-25.6% |