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 | $74,978 | $81,248-7.7% | $155,509-51.8% | $80,856-7.3% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | -104.74% | 33.31%-138.0pp | 64.67%-169.4pp | 35.59%-140.3pp |
| Employer contribution / active EE | $2,176 | $3,100-29.8% | $4,672-53.4% | $2,755-21.0% |
| Participant deferral / active EE | $4,339 | $3,452+25.7% | $5,626-22.9% | $4,296+1.0% |
| Admin fee / account holder | $171,235 | $7,997+2041.2% | $15,912+976.1% | $6,918+2375.2% |