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 | $98,609 | $90,600+8.8% | $79,464+24.1% | $135,375-27.2% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -15.69% | 977.43%-993.1pp | 718.14%-733.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $688 | $3,068-77.6% | $2,800-75.4% | $4,779-85.6% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $1,219 | $5,907-79.4% | $5,113-76.2% | $10,827-88.7% |