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 | $151,041 | $71,883+110.1% | $86,677+74.3% | $68,494+120.5% |
| Participation rate | 69.4% | 72.2%-2.9pp | 76.6%-7.2pp | 67.9%+1.5pp |
| Annual return | -19.38% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,632 | $2,173+67.2% | $2,836+28.0% | $2,596+39.9% |
| Participant deferral / active EE | $7,001 | $3,779+85.3% | $4,656+50.4% | $4,027+73.8% |
| Admin fee / account holder | $1,299 | $6,112-78.8% | $7,493-82.7% | $5,403-76.0% |