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 | $26,540 | $71,883-63.1% | $86,677-69.4% | $68,494-61.3% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -20.85% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,553 | $2,173-28.5% | $2,836-45.2% | $2,596-40.2% |
| Participant deferral / active EE | $2,422 | $3,779-35.9% | $4,656-48.0% | $4,027-39.9% |
| Admin fee / account holder | $2,273 | $6,112-62.8% | $7,493-69.7% | $5,403-57.9% |