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 | $15,848 | $76,000-79.1% | $154,107-89.7% | $64,186-75.3% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | -10.33% | 30.32%-40.7pp | 735.12%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,396 | $3,351-58.3% | $5,298-73.7% | $2,381-41.4% |
| Participant deferral / active EE | $3,586 | $3,175+12.9% | $5,081-29.4% | $3,470+3.4% |
| Admin fee / account holder | $2,077 | $5,596-62.9% | $13,411-84.5% | $4,888-57.5% |