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 | $37,181 | $55,415-32.9% | $155,509-76.1% | $74,495-50.1% |
| Participation rate | 64.5% | 61.9%+2.6pp | 78.2%-13.6pp | 67.2%-2.7pp |
| Annual return | 10.35% | 268.50%-258.2pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $719 | $2,267-68.3% | $4,672-84.6% | $2,623-72.6% |
| Participant deferral / active EE | $2,112 | $2,836-25.5% | $5,626-62.5% | $4,346-51.4% |
| Admin fee / account holder | $3,635 | $1,738+109.1% | $15,912-77.2% | $1,942+87.2% |