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 | $193,968 | $107,334+80.7% | $92,893+108.8% | $152,861+26.9% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.4%-62.4pp |
| Annual return | 2.93% | 145.58%-142.7pp | 109.41%-106.5pp | 345.32%-342.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,023 | $4,845-17.0% | $4,236-5.0% | $5,850-31.2% |
| Admin fee / account holder | $22,718 | $7,079+220.9% | $5,794+292.1% | $11,596+95.9% |