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 | $107,430 | $78,422+37.0% | $95,952+12.0% | $79,858+34.5% |
| Participation rate | 27.1% | 73.5%-46.4pp | 77.1%-50.0pp | 69.6%-42.5pp |
| Annual return | 7.83% | 19.37%-11.5pp | 91.61%-83.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,756 | $3,440-49.0% | $4,167-57.9% | $3,740-53.1% |
| Admin fee / account holder | $25,463 | $5,622+352.9% | $6,795+274.7% | $5,306+379.9% |