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 | $17,503 | $46,553-62.4% | $64,056-72.7% | $75,163-76.7% |
| Participation rate | 52.6% | 65.9%-13.3pp | 72.3%-19.7pp | 67.2%-14.6pp |
| Annual return | -1.26% | 26.03%-27.3pp | 33.69%-34.9pp | 160.62%-161.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $897 | $2,837-68.4% | $3,880-76.9% | $4,125-78.3% |
| Admin fee / account holder | $626 | $2,952-78.8% | $3,068-79.6% | $5,651-88.9% |