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 4-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 | $24,712 | $127,065-80.6% | $113,168-78.2% | $142,382-82.6% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | -2.07% | 24.03%-26.1pp | 24.27%-26.3pp | 217.08%-219.1pp |
| Employer contribution / active EE | $1,058 | $3,442-69.3% | $2,975-64.5% | $4,299-75.4% |
| Participant deferral / active EE | $2,115 | $5,716-63.0% | $5,107-58.6% | $6,507-67.5% |
| Admin fee / account holder | $1,021 | $15,736-93.5% | $12,068-91.5% | $12,624-91.9% |