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 | $50,114 | $57,354-12.6% | $83,848-40.2% | $64,186-21.9% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -8.81% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,587 | $2,993-47.0% | $4,082-61.1% | $3,470-54.3% |
| Admin fee / account holder | $936 | $4,046-76.9% | $5,478-82.9% | $4,888-80.8% |