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 | $124,602 | $117,841+5.7% | $102,423+21.7% | $145,922-14.6% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.43% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,569 | $3,615-56.6% | $3,023-48.1% | $4,660-66.3% |
| Participant deferral / active EE | $3,458 | $5,731-39.7% | $5,053-31.6% | $6,688-48.3% |
| Admin fee / account holder | $12,274 | $13,326-7.9% | $9,451+29.9% | $13,397-8.4% |