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 | $22,276 | $76,000-70.7% | $154,107-85.5% | $64,186-65.3% |
| Participation rate | 60.5% | 70.4%-10.0pp | 83.0%-22.6pp | 69.6%-9.1pp |
| Annual return | -10.25% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,754 | $3,351-47.6% | $5,298-66.9% | $2,381-26.3% |
| Participant deferral / active EE | $2,795 | $3,175-12.0% | $5,081-45.0% | $3,470-19.5% |
| Admin fee / account holder | $1,034 | $5,596-81.5% | $13,411-92.3% | $4,888-78.8% |