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 | $140,183 | $71,883+95.0% | $86,677+61.7% | $68,494+104.7% |
| Participation rate | 45.3% | 72.2%-26.9pp | 76.6%-31.2pp | 67.9%-22.5pp |
| Annual return | -18.82% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,216 | $2,173+2.0% | $2,836-21.9% | $2,596-14.6% |
| Participant deferral / active EE | $2,470 | $3,779-34.6% | $4,656-46.9% | $4,027-38.7% |
| Admin fee / account holder | $2,119 | $6,112-65.3% | $7,493-71.7% | $5,403-60.8% |