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 | $76,703 | $167,307-54.2% | $143,757-46.6% | $134,475-43.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.27% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,240 | $5,619-60.1% | $4,951-54.8% | $4,740-52.7% |
| Participant deferral / active EE | $4,972 | $6,446-22.9% | $5,637-11.8% | $6,400-22.3% |
| Admin fee / account holder | $2,426 | $18,088-86.6% | $14,673-83.5% | $11,426-78.8% |