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 | $163,471 | $109,327+49.5% | $89,391+82.9% | $158,922+2.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | -0.80% | 345.68%-346.5pp | 245.62%-246.4pp | 302.83%-303.6pp |
| Employer contribution / active EE | $2,624 | $3,170-17.2% | $2,586+1.5% | $4,761-44.9% |
| Participant deferral / active EE | $6,854 | $4,598+49.1% | $3,890+76.2% | $5,982+14.6% |
| Admin fee / account holder | $4,154 | $6,153-32.5% | $4,881-14.9% | $11,246-63.1% |