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 8-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 | $17,024 | $48,265-64.7% | $68,791-75.3% | $68,494-75.1% |
| Participation rate | 50.8% | 60.7%-9.9pp | 69.0%-18.3pp | 67.9%-17.1pp |
| Annual return | -21.82% | -12.71%-9.1pp | -6.38%-15.4pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,426 | $1,829-22.0% | $2,655-46.3% | $2,596-45.1% |
| Participant deferral / active EE | $2,416 | $2,867-15.7% | $3,941-38.7% | $4,027-40.0% |
| Admin fee / account holder | $520 | $4,355-88.1% | $4,932-89.5% | $5,403-90.4% |