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 | $112,789 | $61,660+82.9% | $80,019+41.0% | $64,186+75.7% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -7.62% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,995 | $2,968-32.8% | $3,686-45.9% | $3,470-42.5% |
| Admin fee / account holder | $1,885 | $5,417-65.2% | $6,521-71.1% | $4,888-61.4% |