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 | $28,508 | $57,354-50.3% | $83,848-66.0% | $64,186-55.6% |
| Participation rate | 32.6% | 68.6%-36.0pp | 76.1%-43.5pp | 69.6%-37.0pp |
| Annual return | -8.89% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $718 | $2,545-71.8% | $3,631-80.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,461 | $2,993-51.2% | $4,082-64.2% | $3,470-57.9% |
| Admin fee / account holder | $2,783 | $4,046-31.2% | $5,478-49.2% | $4,888-43.1% |