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 | $114,920 | $73,004+57.4% | $90,749+26.6% | $68,494+67.8% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.5pp | 67.9%-10.7pp |
| Annual return | -25.94% | -13.81%-12.1pp | -12.16%-13.8pp | -7.84%-18.1pp |
| Employer contribution / active EE | $717 | $2,193-67.3% | $2,921-75.5% | $2,596-72.4% |
| Participant deferral / active EE | $4,066 | $3,627+12.1% | $4,564-10.9% | $4,027+1.0% |
| Admin fee / account holder | $18,583 | $5,896+215.2% | $8,445+120.1% | $5,403+244.0% |