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 | $189,023 | $51,045+270.3% | $70,515+168.1% | $71,457+164.5% |
| Participation rate | 63.9% | 59.4%+4.5pp | 68.3%-4.4pp | 67.9%-4.0pp |
| Annual return | 13.59% | 42.63%-29.0pp | 32.77%-19.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,261 | $3,026+239.1% | $4,567+124.7% | $4,289+139.3% |
| Admin fee / account holder | $13,278 | $1,994+566.0% | $6,412+107.1% | $1,587+736.5% |