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 | $66,581 | $27,641+140.9% | $61,373+8.5% | $68,494-2.8% |
| Participation rate | 47.2% | 39.5%+7.7pp | 52.6%-5.4pp | 67.9%-20.7pp |
| Annual return | -21.56% | -13.24%-8.3pp | 338.61%-360.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,067 | $695+53.5% | $1,159-7.9% | $2,596-58.9% |
| Participant deferral / active EE | $1,823 | $1,263+44.3% | $2,125-14.2% | $4,027-54.7% |
| Admin fee / account holder | $4,484 | $2,010+123.1% | $2,130+110.6% | $5,403-17.0% |