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 | $198,961 | $83,337+138.7% | $67,834+193.3% | $273,961-27.4% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | -0.35% | 259.45%-259.8pp | 138.47%-138.8pp | 41.45%-41.8pp |
| Employer contribution / active EE | $2,360 | $3,287-28.2% | $2,403-1.8% | $4,869-51.5% |
| Participant deferral / active EE | $4,844 | $4,088+18.5% | $3,160+53.3% | $5,287-8.4% |
| Admin fee / account holder | $23,648 | $6,752+250.2% | $4,622+411.6% | $10,132+133.4% |