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 | $77,427 | $167,307-53.7% | $143,757-46.1% | $134,475-42.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -26.79% | 0.46%-27.3pp | -0.04%-26.8pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,057 | $5,619-63.4% | $4,951-58.5% | $4,740-56.6% |
| Participant deferral / active EE | $8,709 | $6,446+35.1% | $5,637+54.5% | $6,400+36.1% |
| Admin fee / account holder | $4,340 | $18,088-76.0% | $14,673-70.4% | $11,426-62.0% |