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 5-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 | $27,754 | $82,286-66.3% | $68,791-59.7% | $134,475-79.4% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -22.05% | -2.19%-19.9pp | -6.38%-15.7pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,463 | $3,301-25.4% | $2,655-7.2% | $4,740-48.0% |
| Participant deferral / active EE | $6,821 | $4,739+44.0% | $3,941+73.1% | $6,400+6.6% |
| Admin fee / account holder | $394 | $6,481-93.9% | $4,932-92.0% | $11,426-96.6% |