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 | $19,072 | $158,817-88.0% | $121,196-84.3% | $135,375-85.9% |
| Participation rate | 63.2% | 79.3%-16.1pp | 71.7%-8.6pp | 82.6%-19.5pp |
| Annual return | -10.11% | -0.64%-9.5pp | 16.93%-27.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,262 | $5,665-77.7% | $4,022-68.6% | $4,779-73.6% |
| Participant deferral / active EE | $1,768 | $4,005-55.8% | $3,344-47.1% | $5,609-68.5% |
| Admin fee / account holder | $3,890 | $6,512-40.3% | $5,019-22.5% | $10,827-64.1% |