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 | $13,675 | $169,032-91.9% | $129,207-89.4% | $145,922-90.6% |
| Participation rate | 38.9% | 76.4%-37.6pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | -64.65% | 14330.11%-14394.8pp | 9417.33%-9482.0pp | 561.29%-625.9pp |
| Employer contribution / active EE | $494 | $5,537-91.1% | $4,153-88.1% | $4,660-89.4% |
| Participant deferral / active EE | $556 | $4,987-88.9% | $4,168-86.7% | $6,688-91.7% |
| Admin fee / account holder | $713 | $9,954-92.8% | $7,715-90.8% | $13,397-94.7% |