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 | $31,084 | $175,202-82.3% | $149,673-79.2% | $139,434-77.7% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.4pp |
| Annual return | -40.57% | 166.71%-207.3pp | 134.42%-175.0pp | 372.94%-413.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,152 | $6,519-67.0% | $5,680-62.1% | $6,710-67.9% |
| Admin fee / account holder | $10,245 | $16,150-36.6% | $13,210-22.4% | $11,403-10.2% |