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 | $144,498 | $73,867+95.6% | $143,757+0.5% | $68,494+111.0% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.2pp | 67.9%-18.8pp |
| Annual return | -21.44% | 1.01%-22.5pp | -0.04%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,205 | $3,384-34.9% | $5,637-60.9% | $4,027-45.3% |
| Admin fee / account holder | $10,072 | $5,755+75.0% | $14,673-31.4% | $5,403+86.4% |