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 | $34,496 | $30,400+13.5% | $53,898-36.0% | $84,808-59.3% |
| Participation rate | 0.0% | 46.4%-46.4pp | 55.0%-55.0pp | 68.3%-68.3pp |
| Annual return | 12.98% | 500.19%-487.2pp | 528.60%-515.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $646 | $603+7.1% | $932-30.7% | $2,631-75.5% |
| Participant deferral / active EE | $1,312 | $1,199+9.5% | $1,826-28.2% | $4,212-68.8% |
| Admin fee / account holder | $11,171 | $1,993+460.4% | $2,491+348.5% | $7,344+52.1% |