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 | $76,828 | $53,127+44.6% | $86,590-11.3% | $70,131+9.5% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 10.36% | 27.66%-17.3pp | 964.84%-954.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $553 | $2,068-73.2% | $2,839-80.5% | $2,342-76.4% |
| Participant deferral / active EE | $1,943 | $2,696-27.9% | $3,609-46.2% | $3,332-41.7% |
| Admin fee / account holder | $6,928 | $3,585+93.2% | $4,906+41.2% | $4,645+49.1% |