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 | $18,529 | $43,723-57.6% | $121,196-84.7% | $64,186-71.1% |
| Participation rate | 44.4% | 58.3%-13.9pp | 71.7%-27.3pp | 69.6%-25.1pp |
| Annual return | -8.17% | 68.91%-77.1pp | 16.93%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $875 | $1,296-32.5% | $4,022-78.2% | $2,381-63.2% |
| Participant deferral / active EE | $1,291 | $2,280-43.4% | $3,344-61.4% | $3,470-62.8% |
| Admin fee / account holder | $1,109 | $3,501-68.3% | $5,019-77.9% | $4,888-77.3% |