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 | $61,137 | $112,096-45.5% | $95,952-36.3% | $158,922-61.5% |
| Participation rate | 38.9% | 79.0%-40.1pp | 77.1%-38.2pp | 82.0%-43.1pp |
| Annual return | -3.13% | 171.09%-174.2pp | 91.61%-94.7pp | 302.83%-306.0pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,694 | $4,784-43.7% | $4,167-35.4% | $5,982-55.0% |
| Admin fee / account holder | $11,869 | $10,130+17.2% | $6,795+74.7% | $11,246+5.5% |