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 5-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 | $21,666 | $133,958-83.8% | $112,228-80.7% | $134,475-83.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -22.87% | 47.11%-70.0pp | 27.45%-50.3pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,908 | $4,038-52.7% | $3,635-47.5% | $4,740-59.7% |
| Participant deferral / active EE | $5,179 | $5,291-2.1% | $4,728+9.5% | $6,400-19.1% |
| Admin fee / account holder | $342 | $7,489-95.4% | $6,410-94.7% | $11,426-97.0% |