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 | $59,834 | $57,354+4.3% | $83,848-28.6% | $64,186-6.8% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | -9.43% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $693 | $2,545-72.8% | $3,631-80.9% | $2,381-70.9% |
| Participant deferral / active EE | $1,619 | $2,993-45.9% | $4,082-60.3% | $3,470-53.3% |
| Admin fee / account holder | $1,469 | $4,046-63.7% | $5,478-73.2% | $4,888-70.0% |