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 | $242,701 | $167,307+45.1% | $143,757+68.8% | $134,475+80.5% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -24.06% | 0.46%-24.5pp | -0.04%-24.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,200 | $5,619-78.7% | $4,951-75.8% | $4,740-74.7% |
| Participant deferral / active EE | $5,360 | $6,446-16.8% | $5,637-4.9% | $6,400-16.2% |
| Admin fee / account holder | $21,468 | $18,088+18.7% | $14,673+46.3% | $11,426+87.9% |