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 5-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 | $39,198 | $65,041-39.7% | $90,951-56.9% | $79,858-50.9% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.3pp |
| Annual return | -24.29% | 30.45%-54.7pp | 134.60%-158.9pp | 31.71%-56.0pp |
| Employer contribution / active EE | $2,343 | $1,247+87.8% | $2,122+10.4% | $2,471-5.2% |
| Participant deferral / active EE | $3,675 | $2,512+46.3% | $3,373+9.0% | $3,740-1.7% |
| Admin fee / account holder | $3,925 | $4,536-13.5% | $5,959-34.1% | $5,306-26.0% |