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 | $171,298 | $65,435+161.8% | $86,677+97.6% | $66,914+156.0% |
| Participation rate | 58.3% | 75.5%-17.2pp | 76.6%-18.3pp | 69.8%-11.5pp |
| Annual return | -18.45% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,950 | $2,153-9.4% | $2,836-31.3% | $2,544-23.4% |
| Participant deferral / active EE | $5,053 | $4,100+23.2% | $4,656+8.5% | $4,237+19.3% |
| Admin fee / account holder | $4,872 | $642+659.4% | $7,493-35.0% | $593+721.3% |