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 | $117,216 | $95,193+23.1% | $76,523+53.2% | $135,375-13.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -14.95% | 4.85%-19.8pp | -0.27%-14.7pp | 519.73%-534.7pp |
| Employer contribution / active EE | $571 | $3,302-82.7% | $2,647-78.4% | $4,779-88.1% |
| Participant deferral / active EE | $1,793 | $4,639-61.4% | $3,835-53.3% | $5,609-68.0% |
| Admin fee / account holder | $2,506 | $6,249-59.9% | $4,848-48.3% | $10,827-76.9% |