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 | $69,719 | $81,632-14.6% | $70,449-1.0% | $158,922-56.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | -2.79% | 208.40%-211.2pp | 109.03%-111.8pp | 302.83%-305.6pp |
| Employer contribution / active EE | $1,351 | $3,217-58.0% | $2,737-50.6% | $4,761-71.6% |
| Participant deferral / active EE | $1,500 | $4,554-67.1% | $3,709-59.6% | $5,982-74.9% |
| Admin fee / account holder | $40,755 | $6,193+558.1% | $3,845+959.9% | $11,246+262.4% |