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 | $69,842 | $81,900-14.7% | $119,609-41.6% | $68,494+2.0% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -23.30% | -23.82%+0.5pp | -14.97%-8.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,475 | $2,693-45.2% | $4,232-65.1% | $2,596-43.2% |
| Participant deferral / active EE | $2,883 | $4,148-30.5% | $5,602-48.5% | $4,027-28.4% |
| Admin fee / account holder | $2,286 | $6,582-65.3% | $10,323-77.9% | $5,403-57.7% |