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 | $108,690 | $82,664+31.5% | $125,339-13.3% | $68,494+58.7% |
| Participation rate | 52.7% | 75.0%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,680 | $3,381-50.3% | $4,814-65.1% | $2,596-35.3% |
| Participant deferral / active EE | $4,713 | $6,110-22.9% | $7,446-36.7% | $4,027+17.0% |
| Admin fee / account holder | $1,096 | $6,275-82.5% | $10,010-89.1% | $5,403-79.7% |