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 | $63,944 | $58,320+9.6% | $86,436-26.0% | $66,914-4.4% |
| Participation rate | 58.1% | 78.6%-20.5pp | 80.3%-22.2pp | 69.8%-11.7pp |
| Annual return | -20.45% | -9.71%-10.7pp | 4394.89%-4415.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,692 | $6,899-32.0% | $6,952-32.5% | $4,237+10.8% |
| Admin fee / account holder | $978 | $546+79.1% | $6,731-85.5% | $593+64.8% |