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 | $101,721 | $98,750+3.0% | $149,696-32.0% | $79,858+27.4% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.5%-21.1pp | 69.6%-8.3pp |
| Annual return | -27.67% | 27.43%-55.1pp | 276.60%-304.3pp | 31.71%-59.4pp |
| Employer contribution / active EE | $2,576 | $3,216-19.9% | $4,644-44.5% | $2,471+4.3% |
| Participant deferral / active EE | $5,122 | $5,680-9.8% | $6,842-25.1% | $3,740+36.9% |
| Admin fee / account holder | $7,895 | $6,053+30.4% | $9,309-15.2% | $5,306+48.8% |