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 | $64,093 | $159,901-59.9% | $146,958-56.4% | $145,922-56.1% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 7.32% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,426 | $5,286-73.0% | $4,933-71.1% | $4,660-69.4% |
| Participant deferral / active EE | $5,465 | $8,428-35.2% | $8,070-32.3% | $6,688-18.3% |
| Admin fee / account holder | $56,350 | $15,044+274.6% | $12,998+333.5% | $13,397+320.6% |