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 5-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 | $68,917 | $190,805-63.9% | $159,960-56.9% | $134,475-48.8% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.59% | 552.23%-572.8pp | 408.60%-429.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,105 | $4,995-77.9% | $4,226-73.9% | $4,740-76.7% |
| Participant deferral / active EE | $3,859 | $6,923-44.3% | $6,182-37.6% | $6,400-39.7% |
| Admin fee / account holder | $716 | $10,471-93.2% | $8,698-91.8% | $11,426-93.7% |