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 | $77,543 | $73,004+6.2% | $90,749-14.6% | $68,494+13.2% |
| Participation rate | 45.7% | 70.8%-25.2pp | 75.7%-30.0pp | 67.9%-22.2pp |
| Annual return | -19.19% | -13.81%-5.4pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,602 | $2,193-26.9% | $2,921-45.1% | $2,596-38.3% |
| Participant deferral / active EE | $2,801 | $3,627-22.8% | $4,564-38.6% | $4,027-30.4% |
| Admin fee / account holder | $3,631 | $5,896-38.4% | $8,445-57.0% | $5,403-32.8% |