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 | $72,220 | $71,883+0.5% | $86,677-16.7% | $68,494+5.4% |
| Participation rate | 29.9% | 72.2%-42.4pp | 76.6%-46.7pp | 67.9%-38.0pp |
| Annual return | -19.84% | 3.52%-23.4pp | 35.91%-55.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,272 | $2,173-41.5% | $2,836-55.2% | $2,596-51.0% |
| Participant deferral / active EE | $2,334 | $3,779-38.2% | $4,656-49.9% | $4,027-42.0% |
| Admin fee / account holder | $6,357 | $6,112+4.0% | $7,493-15.2% | $5,403+17.7% |