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 | $22,678 | $138,065-83.6% | $123,544-81.6% | $135,375-83.2% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -10.47% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,733 | $5,151-66.4% | $4,628-62.6% | $4,779-63.7% |
| Participant deferral / active EE | $3,220 | $6,799-52.6% | $6,426-49.9% | $5,609-42.6% |
| Admin fee / account holder | $302 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |