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 | $127,243 | $24,730+414.5% | $66,042+92.7% | $84,808+50.0% |
| Participation rate | 15.2% | 68.1%-52.9pp | 67.5%-52.3pp | 68.3%-53.1pp |
| Annual return | 7.36% | 79.55%-72.2pp | 52.11%-44.8pp | 40.90%-33.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $819 | $1,737-52.8% | $2,835-71.1% | $4,212-80.5% |
| Admin fee / account holder | $35,060 | $3,014+1063.3% | $5,747+510.1% | $7,344+377.4% |