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 | $117,553 | $59,805+96.6% | $79,550+47.8% | $68,494+71.6% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.5%-13.7pp | 67.9%-12.1pp |
| Annual return | -20.66% | -12.30%-8.4pp | 0.16%-20.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,279 | $1,505-15.0% | $2,413-47.0% | $2,596-50.7% |
| Participant deferral / active EE | $5,116 | $3,024+69.2% | $3,985+28.4% | $4,027+27.0% |
| Admin fee / account holder | $6,063 | $4,835+25.4% | $6,832-11.3% | $5,403+12.2% |