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 | $43,256 | $113,935-62.0% | $94,224-54.1% | $125,391-65.5% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -20.24% | 5.29%-25.5pp | 10.68%-30.9pp | 282.22%-302.5pp |
| Employer contribution / active EE | $8,055 | $4,727+70.4% | $3,587+124.6% | $4,866+65.5% |
| Participant deferral / active EE | $28,180 | $5,179+444.2% | $4,320+552.3% | $5,352+426.6% |
| Admin fee / account holder | $464 | $8,391-94.5% | $6,269-92.6% | $9,540-95.1% |