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 | $26,701 | $135,635-80.3% | $110,238-75.8% | $135,375-80.3% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.8%-38.2pp | 82.6%-41.0pp |
| Annual return | -10.95% | 513.19%-524.1pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,380 | $4,906-71.9% | $3,826-63.9% | $4,779-71.1% |
| Participant deferral / active EE | $3,272 | $5,506-40.6% | $4,672-30.0% | $5,609-41.7% |
| Admin fee / account holder | $1,573 | $11,457-86.3% | $8,547-81.6% | $10,827-85.5% |