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 | $126,330 | $73,867+71.0% | $143,757-12.1% | $68,494+84.4% |
| Participation rate | 36.4% | 66.7%-30.3pp | 80.3%-43.9pp | 67.9%-31.5pp |
| Annual return | -19.61% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,276 | $3,384-32.7% | $5,637-59.6% | $4,027-43.5% |
| Admin fee / account holder | $5,415 | $5,755-5.9% | $14,673-63.1% | $5,403+0.2% |