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 | $80,512 | $71,050+13.3% | $93,606-14.0% | $80,856-0.4% |
| Participation rate | 60.5% | 60.4%+0.1pp | 68.7%-8.3pp | 67.6%-7.2pp |
| Annual return | 6.95% | 11.26%-4.3pp | 133.20%-126.2pp | 35.59%-28.6pp |
| Employer contribution / active EE | $894 | $1,564-42.8% | $2,420-63.1% | $2,755-67.5% |
| Participant deferral / active EE | $2,912 | $4,034-27.8% | $4,411-34.0% | $4,296-32.2% |
| Admin fee / account holder | $8,791 | $6,945+26.6% | $8,285+6.1% | $6,918+27.1% |