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 | $123,272 | $80,812+52.5% | $160,784-23.3% | $82,448+49.5% |
| Participation rate | 58.5% | 66.2%-7.7pp | 77.0%-18.4pp | 68.1%-9.5pp |
| Annual return | 12.22% | 100.59%-88.4pp | 1803.92%-1791.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $625 | $2,174-71.2% | $3,733-83.3% | $2,551-75.5% |
| Participant deferral / active EE | $3,224 | $4,335-25.6% | $6,293-48.8% | $4,139-22.1% |
| Admin fee / account holder | $14,493 | $7,695+88.3% | $9,717+49.1% | $7,234+100.3% |