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 8-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 | $58,656 | $48,230+21.6% | $67,502-13.1% | $80,856-27.5% |
| Participation rate | 66.7% | 66.4%+0.3pp | 72.9%-6.2pp | 67.6%-1.0pp |
| Annual return | 10.35% | 18.28%-7.9pp | 3512.12%-3501.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $554 | $2,020-72.6% | $2,731-79.7% | $2,755-79.9% |
| Participant deferral / active EE | $5,048 | $2,924+72.7% | $4,000+26.2% | $4,296+17.5% |
| Admin fee / account holder | $26,907 | $3,681+630.9% | $3,998+573.1% | $6,918+288.9% |