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 | $104,064 | $167,307-37.8% | $143,757-27.6% | $134,475-22.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.12% | 0.46%-23.6pp | -0.04%-23.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $6,715 | $5,619+19.5% | $4,951+35.6% | $4,740+41.7% |
| Participant deferral / active EE | $7,050 | $6,446+9.4% | $5,637+25.1% | $6,400+10.2% |
| Admin fee / account holder | $3,463 | $18,088-80.9% | $14,673-76.4% | $11,426-69.7% |