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 | $55,715 | $73,004-23.7% | $90,749-38.6% | $68,494-18.7% |
| Participation rate | 47.2% | 70.8%-23.6pp | 75.7%-28.5pp | 67.9%-20.7pp |
| Annual return | -24.02% | -13.81%-10.2pp | -12.16%-11.9pp | -7.84%-16.2pp |
| Employer contribution / active EE | $939 | $2,193-57.2% | $2,921-67.9% | $2,596-63.8% |
| Participant deferral / active EE | $2,396 | $3,627-33.9% | $4,564-47.5% | $4,027-40.5% |
| Admin fee / account holder | $14,932 | $5,896+153.3% | $8,445+76.8% | $5,403+176.4% |