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 | $93,851 | $57,281+63.8% | $86,612+8.4% | $75,163+24.9% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | -0.34% | 2670.75%-2671.1pp | 591.07%-591.4pp | 160.62%-161.0pp |
| Employer contribution / active EE | $1,780 | $2,314-23.1% | $3,022-41.1% | $2,670-33.3% |
| Participant deferral / active EE | $3,186 | $3,318-4.0% | $4,438-28.2% | $4,125-22.8% |
| Admin fee / account holder | $1,654 | $4,112-59.8% | $5,614-70.5% | $5,651-70.7% |