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 | $162,111 | $82,286+97.0% | $68,791+135.7% | $134,475+20.6% |
| Participation rate | 61.1% | 75.1%-14.0pp | 69.0%-7.9pp | 81.2%-20.1pp |
| Annual return | -23.40% | -2.19%-21.2pp | -6.38%-17.0pp | 417.96%-441.4pp |
| Employer contribution / active EE | $578 | $3,301-82.5% | $2,655-78.2% | $4,740-87.8% |
| Participant deferral / active EE | $1,460 | $4,739-69.2% | $3,941-62.9% | $6,400-77.2% |
| Admin fee / account holder | $21,758 | $6,481+235.7% | $4,932+341.2% | $11,426+90.4% |