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 | $89,275 | $76,738+16.3% | $56,411+58.3% | $145,922-38.8% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 4.48% | 2994.23%-2989.7pp | 1701.33%-1696.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,464 | $1,380+6.1% | $1,039+41.0% | $4,660-68.6% |
| Participant deferral / active EE | $2,777 | $2,623+5.9% | $1,952+42.3% | $6,688-58.5% |
| Admin fee / account holder | $80,442 | $3,334+2313.0% | $2,829+2743.7% | $13,397+500.4% |