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 | $23,193 | $46,674-50.3% | $117,472-80.3% | $68,494-66.1% |
| Participation rate | 41.2% | 56.8%-15.6pp | 70.6%-29.4pp | 67.9%-26.7pp |
| Annual return | -35.31% | -14.52%-20.8pp | 29.74%-65.0pp | -7.84%-27.5pp |
| Employer contribution / active EE | $975 | $1,505-35.2% | $4,176-76.7% | $2,596-62.5% |
| Participant deferral / active EE | $2,253 | $2,636-14.5% | $4,070-44.6% | $4,027-44.0% |
| Admin fee / account holder | $379 | $4,020-90.6% | $5,645-93.3% | $5,403-93.0% |