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 | $131,346 | $82,664+58.9% | $125,339+4.8% | $68,494+91.8% |
| Participation rate | 52.7% | 75.0%-22.3pp | 82.4%-29.7pp | 67.9%-15.2pp |
| Annual return | -21.15% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,014 | $6,110-1.6% | $7,446-19.2% | $4,027+49.3% |
| Admin fee / account holder | $13,630 | $6,275+117.2% | $10,010+36.2% | $5,403+152.3% |