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 9-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 | $178,627 | $65,561+172.5% | $86,188+107.3% | $75,163+137.7% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.4pp | 67.2%-9.6pp |
| Annual return | 10.72% | 46.05%-35.3pp | 1168.45%-1157.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,255 | $3,024+73.8% | $3,985+31.8% | $4,125+27.4% |
| Admin fee / account holder | $2,142 | $5,474-60.9% | $6,852-68.7% | $5,651-62.1% |