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 | $62,798 | $50,958+23.2% | $74,550-15.8% | $64,186-2.2% |
| Participation rate | 37.0% | 61.1%-24.1pp | 69.1%-32.2pp | 69.6%-32.6pp |
| Annual return | -8.03% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $308 | $1,115-72.3% | $1,961-84.3% | $2,381-87.0% |
| Participant deferral / active EE | $1,974 | $2,301-14.2% | $3,108-36.5% | $3,470-43.1% |
| Admin fee / account holder | $2,842 | $4,223-32.7% | $5,060-43.8% | $4,888-41.9% |