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 | $5,958 | $29,051-79.5% | $52,425-88.6% | $67,986-91.2% |
| Participation rate | 1.9% | 30.4%-28.6pp | 55.6%-53.8pp | 57.2%-55.4pp |
| Annual return | -38.52% | 24.00%-62.5pp | 302.12%-340.6pp | 31.67%-70.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $873-100.0% | $1,790-100.0% | $3,358-100.0% |
| Admin fee / account holder | $4,832 | $2,113+128.7% | $2,495+93.7% | $3,203+50.8% |