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 | $34,057 | $49,177-30.7% | $79,464-57.1% | $64,186-46.9% |
| Participation rate | 28.0% | 65.0%-37.0pp | 73.3%-45.3pp | 69.6%-41.6pp |
| Annual return | -8.51% | -1.16%-7.4pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $723 | $2,076-65.2% | $2,800-74.2% | $2,381-69.6% |
| Participant deferral / active EE | $1,250 | $2,821-55.7% | $3,704-66.2% | $3,470-64.0% |
| Admin fee / account holder | $1,553 | $3,839-59.5% | $5,113-69.6% | $4,888-68.2% |