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 | $10,529 | $32,117-67.2% | $71,086-85.2% | $64,186-83.6% |
| Participation rate | 31.9% | 42.7%-10.8pp | 54.7%-22.7pp | 69.6%-37.7pp |
| Annual return | -19.17% | -5.57%-13.6pp | 650.59%-669.8pp | 7.63%-26.8pp |
| Employer contribution / active EE | $152 | $712-78.6% | $1,088-86.0% | $2,381-93.6% |
| Participant deferral / active EE | $650 | $1,263-48.5% | $1,874-65.3% | $3,470-81.3% |
| Admin fee / account holder | $1,164 | $2,759-57.8% | $3,082-62.2% | $4,888-76.2% |