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 | $200,560 | $167,307+19.9% | $143,757+39.5% | $134,475+49.1% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -22.48% | 0.46%-22.9pp | -0.04%-22.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,003 | $5,619-64.4% | $4,951-59.6% | $4,740-57.7% |
| Participant deferral / active EE | $4,039 | $6,446-37.3% | $5,637-28.4% | $6,400-36.9% |
| Admin fee / account holder | $2,102 | $18,088-88.4% | $14,673-85.7% | $11,426-81.6% |