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 | $23,423 | $84,695-72.3% | $73,843-68.3% | $125,391-81.3% |
| Participation rate | 56.5% | 76.8%-20.2pp | 73.4%-16.9pp | 83.2%-26.7pp |
| Annual return | -4.31% | 3123.53%-3127.8pp | 2267.84%-2272.2pp | 282.22%-286.5pp |
| Employer contribution / active EE | $765 | $3,123-75.5% | $2,787-72.6% | $4,866-84.3% |
| Participant deferral / active EE | $2,889 | $3,992-27.6% | $3,583-19.4% | $5,352-46.0% |
| Admin fee / account holder | $638 | $5,691-88.8% | $4,880-86.9% | $9,540-93.3% |