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 | $226,823 | $133,958+69.3% | $112,228+102.1% | $134,475+68.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -21.95% | 47.11%-69.1pp | 27.45%-49.4pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,204 | $4,038-70.2% | $3,635-66.9% | $4,740-74.6% |
| Participant deferral / active EE | $3,938 | $5,291-25.6% | $4,728-16.7% | $6,400-38.5% |
| Admin fee / account holder | $1,290 | $7,489-82.8% | $6,410-79.9% | $11,426-88.7% |