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 | $97,076 | $98,750-1.7% | $149,696-35.2% | $79,858+21.6% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.6%-5.3pp |
| Annual return | 6.24% | 27.43%-21.2pp | 276.60%-270.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,441 | $3,216-55.2% | $4,644-69.0% | $2,471-41.7% |
| Participant deferral / active EE | $5,434 | $5,680-4.3% | $6,842-20.6% | $3,740+45.3% |
| Admin fee / account holder | $1,755 | $6,053-71.0% | $9,309-81.1% | $5,306-66.9% |