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 | $9,453 | $67,331-86.0% | $60,874-84.5% | $134,475-93.0% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.1%-58.8pp | 81.2%-66.9pp |
| Annual return | -58.60% | 49.93%-108.5pp | 16.90%-75.5pp | 417.96%-476.6pp |
| Employer contribution / active EE | $401 | $3,096-87.0% | $2,701-85.2% | $4,740-91.5% |
| Participant deferral / active EE | $1,555 | $4,538-65.7% | $3,817-59.2% | $6,400-75.7% |
| Admin fee / account holder | $906 | $4,582-80.2% | $3,224-71.9% | $11,426-92.1% |