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 | $225,100 | $131,829+70.8% | $108,579+107.3% | $273,961-17.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | -2.84% | -91.57%+88.7pp | -51.70%+48.9pp | 41.45%-44.3pp |
| Employer contribution / active EE | $1,125 | $4,912-77.1% | $3,758-70.1% | $4,869-76.9% |
| Participant deferral / active EE | $2,034 | $5,127-60.3% | $4,311-52.8% | $5,287-61.5% |
| Admin fee / account holder | $4,114 | $10,252-59.9% | $7,645-46.2% | $10,132-59.4% |