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 | $98,099 | $70,428+39.3% | $96,562+1.6% | $85,850+14.3% |
| Participation rate | 51.6% | 61.8%-10.2pp | 69.8%-18.2pp | 69.3%-17.7pp |
| Annual return | 10.40% | 18.59%-8.2pp | 37.78%-27.4pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,172 | $1,413-17.0% | $2,356-50.2% | $2,565-54.3% |
| Participant deferral / active EE | $2,900 | $2,894+0.2% | $3,849-24.7% | $3,952-26.6% |
| Admin fee / account holder | $375 | $4,997-92.5% | $6,181-93.9% | $6,260-94.0% |