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 | $12,487 | $49,177-74.6% | $79,464-84.3% | $64,186-80.5% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.6%-4.2pp |
| Annual return | -9.62% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,151 | $2,821+11.7% | $3,704-14.9% | $3,470-9.2% |
| Admin fee / account holder | $4,373 | $3,839+13.9% | $5,113-14.5% | $4,888-10.5% |