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 | $62,905 | $48,795+28.9% | $65,493-4.0% | $84,808-25.8% |
| Participation rate | 45.7% | 67.0%-21.3pp | 73.1%-27.4pp | 68.3%-22.6pp |
| Annual return | 8.88% | 20.20%-11.3pp | 982.45%-973.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $818 | $1,930-57.6% | $2,574-68.2% | $2,631-68.9% |
| Participant deferral / active EE | $1,304 | $2,928-55.5% | $3,961-67.1% | $4,212-69.0% |
| Admin fee / account holder | $26,122 | $3,877+573.8% | $5,028+419.5% | $7,344+255.7% |