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 | $63,358 | $27,915+127.0% | $58,482+8.3% | $75,163-15.7% |
| Participation rate | 38.2% | 38.8%-0.6pp | 50.9%-12.6pp | 67.2%-29.0pp |
| Annual return | 5.72% | 44.20%-38.5pp | 4239.32%-4233.6pp | 160.62%-154.9pp |
| Employer contribution / active EE | $1,105 | $669+65.1% | $1,053+4.9% | $2,670-58.6% |
| Participant deferral / active EE | $3,391 | $1,201+182.2% | $1,924+76.2% | $4,125-17.8% |
| Admin fee / account holder | $108,709 | $1,726+6199.6% | $2,516+4220.7% | $5,651+1823.7% |