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 | $139,012 | $102,616+35.5% | $81,983+69.6% | $158,922-12.5% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | -6.84% | 61.04%-67.9pp | 41.31%-48.2pp | 302.83%-309.7pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,793 | $4,648+110.7% | $3,722+163.1% | $5,982+63.7% |
| Admin fee / account holder | $9,624 | $8,235+16.9% | $5,664+69.9% | $11,246-14.4% |