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 | $17,552 | $49,177-64.3% | $79,464-77.9% | $64,186-72.7% |
| Participation rate | 38.2% | 65.0%-26.8pp | 73.3%-35.1pp | 69.6%-31.3pp |
| Annual return | -8.18% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,872 | $2,076-9.9% | $2,800-33.2% | $2,381-21.4% |
| Participant deferral / active EE | $2,172 | $2,821-23.0% | $3,704-41.4% | $3,470-37.4% |
| Admin fee / account holder | $6,379 | $3,839+66.2% | $5,113+24.8% | $4,888+30.5% |