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 | $70,006 | $65,561+6.8% | $86,188-18.8% | $75,163-6.9% |
| Participation rate | 65.9% | 60.5%+5.4pp | 69.0%-3.0pp | 67.2%-1.3pp |
| Annual return | 0.02% | 46.05%-46.0pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,428 | $1,553-8.0% | $2,380-40.0% | $2,670-46.5% |
| Participant deferral / active EE | $3,090 | $3,024+2.2% | $3,985-22.5% | $4,125-25.1% |
| Admin fee / account holder | $773 | $5,474-85.9% | $6,852-88.7% | $5,651-86.3% |