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 | $84,695 | $147,727-42.7% | $115,756-26.8% | $134,475-37.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.1%-34.2pp | 81.2%-38.4pp |
| Annual return | -21.22% | 73.96%-95.2pp | 143.14%-164.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,069 | $4,713-77.3% | $3,793-71.8% | $4,740-77.4% |
| Participant deferral / active EE | $2,405 | $7,563-68.2% | $6,254-61.5% | $6,400-62.4% |
| Admin fee / account holder | $1,077 | $14,571-92.6% | $8,124-86.7% | $11,426-90.6% |