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 | $78,632 | $27,839+182.5% | $58,482+34.5% | $71,457+10.0% |
| Participation rate | 49.1% | 34.5%+14.6pp | 50.9%-1.7pp | 67.9%-18.8pp |
| Annual return | 11.18% | 26.81%-15.6pp | 4239.32%-4228.1pp | 28.85%-17.7pp |
| Employer contribution / active EE | $343 | $631-45.6% | $1,053-67.4% | $2,588-86.7% |
| Participant deferral / active EE | $1,950 | $1,206+61.6% | $1,924+1.4% | $4,289-54.5% |
| Admin fee / account holder | $616 | $1,641-62.5% | $2,516-75.5% | $1,587-61.2% |