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 | $103,543 | $76,367+35.6% | $93,606+10.6% | $72,985+41.9% |
| Participation rate | 68.4% | 71.7%-3.3pp | 75.8%-7.4pp | 69.5%-1.1pp |
| Annual return | -25.98% | 25.82%-51.8pp | 32.76%-58.7pp | 81.00%-107.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,622 | $3,538+87.2% | $4,069+62.8% | $3,607+83.6% |
| Admin fee / account holder | $14,030 | $6,838+105.2% | $7,888+77.9% | $5,124+173.8% |