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 | $25,549 | $90,600-71.8% | $79,464-67.8% | $135,375-81.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -19.46% | 977.43%-996.9pp | 718.14%-737.6pp | 519.73%-539.2pp |
| Employer contribution / active EE | $351 | $3,068-88.6% | $2,800-87.5% | $4,779-92.7% |
| Participant deferral / active EE | $1,419 | $4,050-65.0% | $3,704-61.7% | $5,609-74.7% |
| Admin fee / account holder | $4,177 | $5,907-29.3% | $5,113-18.3% | $10,827-61.4% |