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 | $60,057 | $56,199+6.9% | $67,652-11.2% | $59,632+0.7% |
| Participation rate | 27.1% | 71.5%-44.3pp | 75.7%-48.5pp | 68.7%-41.5pp |
| Annual return | -5.93% | 18505.31%-18511.2pp | 6625.04%-6631.0pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $558 | $1,614-65.4% | $2,266-75.4% | $2,203-74.7% |
| Participant deferral / active EE | $1,567 | $2,844-44.9% | $3,560-56.0% | $3,192-50.9% |
| Admin fee / account holder | $10,804 | $3,958+172.9% | $4,821+124.1% | $4,297+151.4% |