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 | $87,761 | $54,701+60.4% | $86,188+1.8% | $71,457+22.8% |
| Participation rate | 22.0% | 60.1%-38.1pp | 69.0%-47.0pp | 67.9%-46.0pp |
| Annual return | 13.77% | 20.06%-6.3pp | 1168.45%-1154.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $495 | $1,265-60.8% | $2,380-79.2% | $2,588-80.9% |
| Participant deferral / active EE | $1,732 | $3,108-44.3% | $3,985-56.5% | $4,289-59.6% |
| Admin fee / account holder | $4,940 | $1,922+157.1% | $6,852-27.9% | $1,587+211.2% |