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 | $19,238 | $76,000-74.7% | $154,107-87.5% | $64,186-70.0% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -9.54% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $541 | $3,351-83.9% | $5,298-89.8% | $2,381-77.3% |
| Participant deferral / active EE | $1,212 | $3,175-61.8% | $5,081-76.1% | $3,470-65.1% |
| Admin fee / account holder | $1,035 | $5,596-81.5% | $13,411-92.3% | $4,888-78.8% |