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 | $130,899 | $83,902+56.0% | $167,512-21.9% | $84,808+54.3% |
| Participation rate | 59.5% | 66.5%-7.0pp | 77.1%-17.6pp | 68.3%-8.9pp |
| Annual return | 13.26% | 91.55%-78.3pp | 1615.79%-1602.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,097 | $4,442+82.3% | $6,405+26.4% | $4,212+92.3% |
| Admin fee / account holder | $6,144 | $7,915-22.4% | $9,769-37.1% | $7,344-16.3% |