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 9-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 | $60,897 | $31,310+94.5% | $53,898+13.0% | $74,304-18.0% |
| Participation rate | 14.7% | 30.7%-16.0pp | 55.0%-40.3pp | 60.3%-45.7pp |
| Annual return | 13.93% | 23.16%-9.2pp | 528.60%-514.7pp | 29.43%-15.5pp |
| Employer contribution / active EE | $345 | $450-23.2% | $932-62.9% | $2,241-84.6% |
| Participant deferral / active EE | $728 | $934-22.0% | $1,826-60.1% | $3,767-80.7% |
| Admin fee / account holder | $6,619 | $2,175+204.3% | $2,491+165.7% | $2,969+122.9% |