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 5-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 | $7,254 | $27,915-74.0% | $58,482-87.6% | $75,163-90.3% |
| Participation rate | 51.4% | 38.8%+12.6pp | 50.9%+0.6pp | 67.2%-15.8pp |
| Annual return | -14.68% | 44.20%-58.9pp | 4239.32%-4254.0pp | 160.62%-175.3pp |
| Employer contribution / active EE | $809 | $669+20.9% | $1,053-23.2% | $2,670-69.7% |
| Participant deferral / active EE | $1,078 | $1,201-10.3% | $1,924-44.0% | $4,125-73.9% |
| Admin fee / account holder | $2,556 | $1,726+48.1% | $2,516+1.6% | $5,651-54.8% |