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 | $85,412 | $90,600-5.7% | $79,464+7.5% | $135,375-36.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -10.11% | 977.43%-987.5pp | 718.14%-728.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,280 | $3,068-58.3% | $2,800-54.3% | $4,779-73.2% |
| Participant deferral / active EE | $11,117 | $4,050+174.5% | $3,704+200.1% | $5,609+98.2% |
| Admin fee / account holder | $1,318 | $5,907-77.7% | $5,113-74.2% | $10,827-87.8% |