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 | $45,471 | $43,327+4.9% | $59,878-24.1% | $64,186-29.2% |
| Participation rate | 67.9% | 69.2%-1.3pp | 74.7%-6.8pp | 69.6%-1.7pp |
| Annual return | -10.47% | -1.55%-8.9pp | 3.46%-13.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,130 | $2,028+5.0% | $2,722-21.7% | $2,381-10.5% |
| Participant deferral / active EE | $5,277 | $2,546+107.3% | $3,402+55.1% | $3,470+52.1% |
| Admin fee / account holder | $850 | $3,005-71.7% | $3,590-76.3% | $4,888-82.6% |