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 5-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 | $145,992 | $72,071+102.6% | $68,368+113.5% | $137,256+6.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | -7.94% | 353.14%-361.1pp | 292.57%-300.5pp | 220.34%-228.3pp |
| Employer contribution / active EE | $2,214 | $2,788-20.6% | $2,649-16.4% | $4,156-46.7% |
| Participant deferral / active EE | $4,525 | $4,410+2.6% | $4,123+9.8% | $6,407-29.4% |
| Admin fee / account holder | $6,563 | $5,336+23.0% | $5,150+27.4% | $12,270-46.5% |