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 | $66,025 | $81,248-18.7% | $155,509-57.5% | $80,856-18.3% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.2pp | 67.6%-18.7pp |
| Annual return | -47.27% | 33.31%-80.6pp | 64.67%-111.9pp | 35.59%-82.9pp |
| Employer contribution / active EE | $751 | $3,100-75.8% | $4,672-83.9% | $2,755-72.7% |
| Participant deferral / active EE | $2,125 | $3,452-38.4% | $5,626-62.2% | $4,296-50.5% |
| Admin fee / account holder | $3,195 | $7,997-60.0% | $15,912-79.9% | $6,918-53.8% |