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 | $76,121 | $25,014+204.3% | $69,647+9.3% | $80,856-5.9% |
| Participation rate | 53.3% | 64.2%-10.9pp | 66.5%-13.1pp | 67.6%-14.3pp |
| Annual return | 11.60% | 19.07%-7.5pp | 100.48%-88.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,233 | $993+24.1% | $1,712-28.0% | $2,755-55.2% |
| Participant deferral / active EE | $1,625 | $1,839-11.7% | $2,886-43.7% | $4,296-62.2% |
| Admin fee / account holder | $49,078 | $2,488+1872.6% | $4,713+941.4% | $6,918+609.4% |