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 | $81,287 | $127,100-36.0% | $105,738-23.1% | $135,375-40.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 76.3%-19.2pp | 82.6%-25.5pp |
| Annual return | -12.11% | 4.49%-16.6pp | 6.27%-18.4pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,885 | $4,107-54.1% | $3,268-42.3% | $4,779-60.6% |
| Participant deferral / active EE | $2,102 | $5,064-58.5% | $4,080-48.5% | $5,609-62.5% |
| Admin fee / account holder | $7,503 | $9,087-17.4% | $6,913+8.5% | $10,827-30.7% |