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 6-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 | $63,809 | $100,754-36.7% | $86,677-26.4% | $134,475-52.5% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -24.58% | 29.04%-53.6pp | 35.91%-60.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,295 | $3,489+23.1% | $2,836+51.4% | $4,740-9.4% |
| Participant deferral / active EE | $13,310 | $5,338+149.3% | $4,656+185.9% | $6,400+108.0% |
| Admin fee / account holder | $994 | $10,926-90.9% | $7,493-86.7% | $11,426-91.3% |