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 | $113,291 | $52,681+115.1% | $75,781+49.5% | $59,632+90.0% |
| Participation rate | 19.5% | 67.2%-47.7pp | 75.8%-56.3pp | 68.7%-49.2pp |
| Annual return | -3.60% | 2.95%-6.6pp | 9.68%-13.3pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $794 | $2,193-63.8% | $3,323-76.1% | $2,203-64.0% |
| Participant deferral / active EE | $1,462 | $2,591-43.5% | $3,651-59.9% | $3,192-54.2% |
| Admin fee / account holder | $303 | $3,610-91.6% | $5,299-94.3% | $4,297-93.0% |