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 | $10,955 | $42,383-74.2% | $76,523-85.7% | $64,186-82.9% |
| Participation rate | 52.5% | 58.1%-5.6pp | 68.0%-15.5pp | 69.6%-17.0pp |
| Annual return | -13.24% | -16.54%+3.3pp | -0.27%-13.0pp | 7.63%-20.9pp |
| Employer contribution / active EE | $778 | $1,563-50.3% | $2,647-70.6% | $2,381-67.3% |
| Participant deferral / active EE | $1,385 | $2,566-46.0% | $3,835-63.9% | $3,470-60.1% |
| Admin fee / account holder | $588 | $3,198-81.6% | $4,848-87.9% | $4,888-88.0% |