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 | $132,059 | $169,032-21.9% | $129,207+2.2% | $145,922-9.5% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 3.63% | 14330.11%-14326.5pp | 9417.33%-9413.7pp | 561.29%-557.7pp |
| Employer contribution / active EE | $1,475 | $5,537-73.4% | $4,153-64.5% | $4,660-68.3% |
| Participant deferral / active EE | $1,475 | $4,987-70.4% | $4,168-64.6% | $6,688-77.9% |
| Admin fee / account holder | $34,768 | $9,954+249.3% | $7,715+350.7% | $13,397+159.5% |