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 | $8,378 | $92,703-91.0% | $82,719-89.9% | $134,475-93.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -34.49% | 944.92%-979.4pp | 701.18%-735.7pp | 417.96%-452.4pp |
| Employer contribution / active EE | $4,182 | $3,274+27.7% | $3,009+39.0% | $4,740-11.8% |
| Participant deferral / active EE | $9,022 | $4,802+87.9% | $4,395+105.3% | $6,400+41.0% |
| Admin fee / account holder | $8,731 | $5,983+45.9% | $5,329+63.8% | $11,426-23.6% |