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 | $15,129 | $48,265-68.7% | $68,791-78.0% | $68,494-77.9% |
| Participation rate | 38.2% | 60.7%-22.5pp | 69.0%-30.8pp | 67.9%-29.7pp |
| Annual return | -21.92% | -12.71%-9.2pp | -6.38%-15.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,148 | $1,829-37.2% | $2,655-56.7% | $2,596-55.8% |
| Participant deferral / active EE | $2,403 | $2,867-16.2% | $3,941-39.0% | $4,027-40.3% |
| Admin fee / account holder | $4,468 | $4,355+2.6% | $4,932-9.4% | $5,403-17.3% |