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 | $76,583 | $51,197+49.6% | $82,719-7.4% | $66,914+14.4% |
| Participation rate | 38.3% | 67.8%-29.6pp | 72.6%-34.3pp | 69.8%-31.5pp |
| Annual return | -19.56% | -9.64%-9.9pp | 701.18%-720.7pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,084 | $2,611-58.5% | $3,009-64.0% | $2,544-57.4% |
| Participant deferral / active EE | $1,920 | $3,458-44.5% | $4,395-56.3% | $4,237-54.7% |
| Admin fee / account holder | $3,272 | $416+687.4% | $5,329-38.6% | $593+451.5% |