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 | $64,776 | $82,664-21.6% | $125,339-48.3% | $68,494-5.4% |
| Participation rate | 54.8% | 75.0%-20.2pp | 82.4%-27.6pp | 67.9%-13.1pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,549 | $3,381-54.2% | $4,814-67.8% | $2,596-40.4% |
| Participant deferral / active EE | $3,531 | $6,110-42.2% | $7,446-52.6% | $4,027-12.3% |
| Admin fee / account holder | $7,919 | $6,275+26.2% | $10,010-20.9% | $5,403+46.6% |