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 | $51,012 | $150,440-66.1% | $136,294-62.6% | $147,584-65.4% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | -9.20% | 1049.08%-1058.3pp | 5155.94%-5165.1pp | 578.55%-587.7pp |
| Employer contribution / active EE | $1,255 | $5,256-76.1% | $4,695-73.3% | $4,876-74.3% |
| Participant deferral / active EE | $2,622 | $6,630-60.5% | $6,247-58.0% | $5,439-51.8% |
| Admin fee / account holder | $387 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |