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 | $84,651 | $54,762+54.6% | $90,281-6.2% | $72,985+16.0% |
| Participation rate | 47.3% | 65.1%-17.9pp | 73.3%-26.0pp | 69.5%-22.2pp |
| Annual return | -2.81% | 30.63%-33.4pp | 78.10%-80.9pp | 81.00%-83.8pp |
| Employer contribution / active EE | $400 | $2,092-80.9% | $2,854-86.0% | $2,440-83.6% |
| Participant deferral / active EE | $1,335 | $2,887-53.8% | $3,885-65.6% | $3,607-63.0% |
| Admin fee / account holder | $3,363 | $3,972-15.3% | $5,351-37.2% | $5,124-34.4% |