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 | $140,768 | $80,717+74.4% | $154,803-9.1% | $84,808+66.0% |
| Participation rate | 58.1% | 66.8%-8.7pp | 78.1%-20.0pp | 68.3%-10.2pp |
| Annual return | 9.94% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,487 | $3,303-24.7% | $5,540-55.1% | $4,212-40.9% |
| Admin fee / account holder | $53,321 | $6,746+690.5% | $14,329+272.1% | $7,344+626.1% |