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 | $26,307 | $45,566-42.3% | $64,105-59.0% | $59,632-55.9% |
| Participation rate | 64.0% | 60.2%+3.8pp | 68.2%-4.2pp | 68.7%-4.7pp |
| Annual return | -8.88% | 4.95%-13.8pp | 791.24%-800.1pp | 2041.28%-2050.2pp |
| Employer contribution / active EE | $799 | $934-14.4% | $1,820-56.1% | $2,203-63.7% |
| Participant deferral / active EE | $3,303 | $2,057+60.6% | $2,822+17.0% | $3,192+3.5% |
| Admin fee / account holder | $1,906 | $3,268-41.7% | $4,499-57.6% | $4,297-55.6% |