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 | $64,701 | $31,310+106.6% | $53,898+20.0% | $74,304-12.9% |
| Participation rate | 32.9% | 30.7%+2.2pp | 55.0%-22.1pp | 60.3%-27.5pp |
| Annual return | 11.63% | 23.16%-11.5pp | 528.60%-517.0pp | 29.43%-17.8pp |
| Employer contribution / active EE | $505 | $450+12.3% | $932-45.8% | $2,241-77.5% |
| Participant deferral / active EE | $1,097 | $934+17.4% | $1,826-39.9% | $3,767-70.9% |
| Admin fee / account holder | $1,310 | $2,175-39.8% | $2,491-47.4% | $2,969-55.9% |