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 | $29,752 | $211,958-86.0% | $169,463-82.4% | $135,375-78.0% |
| Participation rate | 30.4% | 82.6%-52.2pp | 77.8%-47.3pp | 82.6%-52.2pp |
| Annual return | -9.99% | 3.26%-13.3pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,232 | $5,120-75.9% | $4,159-70.4% | $4,779-74.2% |
| Participant deferral / active EE | $3,386 | $6,075-44.3% | $5,277-35.8% | $5,609-39.6% |
| Admin fee / account holder | $1,121 | $11,471-90.2% | $9,109-87.7% | $10,827-89.6% |