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 3-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 | $26,993 | $183,519-85.3% | $155,509-82.6% | $145,922-81.5% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | -77.88% | 61.17%-139.0pp | 64.67%-142.5pp | 561.29%-639.2pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,553 | $6,462-60.5% | $5,626-54.6% | $6,688-61.8% |
| Admin fee / account holder | $19,107 | $19,313-1.1% | $15,912+20.1% | $13,397+42.6% |