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 | $68,030 | $48,265+41.0% | $68,791-1.1% | $68,494-0.7% |
| Participation rate | 61.5% | 60.7%+0.9pp | 69.0%-7.5pp | 67.9%-6.3pp |
| Annual return | -28.07% | -12.71%-15.4pp | -6.38%-21.7pp | -7.84%-20.2pp |
| Employer contribution / active EE | $915 | $1,829-49.9% | $2,655-65.5% | $2,596-64.7% |
| Participant deferral / active EE | $1,959 | $2,867-31.7% | $3,941-50.3% | $4,027-51.4% |
| Admin fee / account holder | $822 | $4,355-81.1% | $4,932-83.3% | $5,403-84.8% |