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 | $30,156 | $99,640-69.7% | $86,436-65.1% | $134,475-77.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -30.19% | 6782.58%-6812.8pp | 4394.89%-4425.1pp | 417.96%-448.2pp |
| Employer contribution / active EE | $2,229 | $4,400-49.3% | $3,769-40.8% | $4,740-53.0% |
| Participant deferral / active EE | $4,936 | $7,246-31.9% | $6,952-29.0% | $6,400-22.9% |
| Admin fee / account holder | $1,987 | $8,371-76.3% | $6,731-70.5% | $11,426-82.6% |