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 | $80,476 | $73,004+10.2% | $90,749-11.3% | $68,494+17.5% |
| Participation rate | 52.0% | 70.8%-18.8pp | 75.7%-23.7pp | 67.9%-15.9pp |
| Annual return | -22.48% | -13.81%-8.7pp | -12.16%-10.3pp | -7.84%-14.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,750 | $3,627-51.7% | $4,564-61.7% | $4,027-56.5% |
| Admin fee / account holder | $10,782 | $5,896+82.9% | $8,445+27.7% | $5,403+99.6% |