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 | $87,029 | $70,428+23.6% | $96,562-9.9% | $85,850+1.4% |
| Participation rate | 61.1% | 61.8%-0.7pp | 69.8%-8.7pp | 69.3%-8.2pp |
| Annual return | 9.39% | 18.59%-9.2pp | 37.78%-28.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $400 | $1,413-71.7% | $2,356-83.0% | $2,565-84.4% |
| Participant deferral / active EE | $3,318 | $2,894+14.7% | $3,849-13.8% | $3,952-16.0% |
| Admin fee / account holder | $3,365 | $4,997-32.6% | $6,181-45.6% | $6,260-46.2% |