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 | $51,021 | $48,570+5.0% | $130,648-60.9% | $72,985-30.1% |
| Participation rate | 59.3% | 58.6%+0.7pp | 71.7%-12.5pp | 69.5%-10.2pp |
| Annual return | 5.62% | 38.63%-33.0pp | 1708.96%-1703.3pp | 81.00%-75.4pp |
| Employer contribution / active EE | $1,819 | $1,334+36.4% | $4,092-55.5% | $2,440-25.4% |
| Participant deferral / active EE | $3,328 | $2,384+39.6% | $3,603-7.6% | $3,607-7.8% |
| Admin fee / account holder | $6,403 | $3,549+80.4% | $5,464+17.2% | $5,124+25.0% |