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 | $204,154 | $71,883+184.0% | $86,677+135.5% | $68,494+198.1% |
| Participation rate | 60.9% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-7.0pp |
| Annual return | -22.07% | 3.52%-25.6pp | 35.91%-58.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,985 | $2,173+37.4% | $2,836+5.2% | $2,596+15.0% |
| Participant deferral / active EE | $4,066 | $3,779+7.6% | $4,656-12.7% | $4,027+1.0% |
| Admin fee / account holder | $11,406 | $6,112+86.6% | $7,493+52.2% | $5,403+111.1% |