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 | $30,284 | $138,065-78.1% | $123,544-75.5% | $135,375-77.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.52% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,256 | $5,151-56.2% | $4,628-51.3% | $4,779-52.8% |
| Participant deferral / active EE | $6,399 | $6,799-5.9% | $6,426-0.4% | $5,609+14.1% |
| Admin fee / account holder | $2,875 | $10,916-73.7% | $9,284-69.0% | $10,827-73.5% |