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 | $28,041 | $50,958-45.0% | $74,550-62.4% | $64,186-56.3% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.1%+0.6pp | 69.6%+0.1pp |
| Annual return | -10.44% | -1.86%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,055 | $1,115-5.4% | $1,961-46.2% | $2,381-55.7% |
| Participant deferral / active EE | $1,632 | $2,301-29.1% | $3,108-47.5% | $3,470-53.0% |
| Admin fee / account holder | $592 | $4,223-86.0% | $5,060-88.3% | $4,888-87.9% |