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 | $54,627 | $76,000-28.1% | $154,107-64.6% | $64,186-14.9% |
| Participation rate | 68.4% | 70.4%-2.0pp | 83.0%-14.6pp | 69.6%-1.1pp |
| Annual return | -8.86% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,604 | $3,351-22.3% | $5,298-50.8% | $2,381+9.4% |
| Participant deferral / active EE | $5,831 | $3,175+83.7% | $5,081+14.8% | $3,470+68.1% |
| Admin fee / account holder | $2,209 | $5,596-60.5% | $13,411-83.5% | $4,888-54.8% |