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 | $136,578 | $50,958+168.0% | $74,550+83.2% | $64,186+112.8% |
| Participation rate | 13.3% | 61.1%-47.7pp | 69.1%-55.8pp | 69.6%-56.2pp |
| Annual return | -8.56% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,481 | $2,301-35.7% | $3,108-52.4% | $3,470-57.3% |
| Admin fee / account holder | $1,370 | $4,223-67.5% | $5,060-72.9% | $4,888-72.0% |