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 | $36,833 | $83,337-55.8% | $67,834-45.7% | $273,961-86.6% |
| Participation rate | 45.5% | 76.4%-31.0pp | 68.8%-23.3pp | 83.0%-37.6pp |
| Annual return | -0.97% | 259.45%-260.4pp | 138.47%-139.4pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,274 | $3,287-61.2% | $2,403-47.0% | $4,869-73.8% |
| Participant deferral / active EE | $3,149 | $4,088-23.0% | $3,160-0.3% | $5,287-40.4% |
| Admin fee / account holder | $32,238 | $6,752+377.5% | $4,622+597.4% | $10,132+218.2% |