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 | $57,006 | $73,004-21.9% | $90,749-37.2% | $68,494-16.8% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -19.07% | -13.81%-5.3pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,052 | $2,193-6.4% | $2,921-29.8% | $2,596-21.0% |
| Participant deferral / active EE | $4,315 | $3,627+19.0% | $4,564-5.5% | $4,027+7.2% |
| Admin fee / account holder | $2,221 | $5,896-62.3% | $8,445-73.7% | $5,403-58.9% |