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 | $98,402 | $70,669+39.2% | $169,368-41.9% | $75,163+30.9% |
| Participation rate | 30.0% | 64.8%-34.8pp | 77.1%-47.1pp | 67.2%-37.2pp |
| Annual return | 9.35% | 36.36%-27.0pp | 405.60%-396.3pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,002 | $2,211-54.7% | $4,013-75.0% | $2,670-62.5% |
| Participant deferral / active EE | $3,352 | $4,311-22.2% | $6,221-46.1% | $4,125-18.7% |
| Admin fee / account holder | $47,839 | $5,402+785.5% | $9,003+431.4% | $5,651+746.6% |