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 4-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 | $13,393 | $82,286-83.7% | $68,791-80.5% | $134,475-90.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -36.98% | -2.19%-34.8pp | -6.38%-30.6pp | 417.96%-454.9pp |
| Employer contribution / active EE | $2,550 | $3,301-22.7% | $2,655-4.0% | $4,740-46.2% |
| Participant deferral / active EE | $8,114 | $4,739+71.2% | $3,941+105.9% | $6,400+26.8% |
| Admin fee / account holder | $546 | $6,481-91.6% | $4,932-88.9% | $11,426-95.2% |