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 | $68,340 | $57,541+18.8% | $95,745-28.6% | $75,163-9.1% |
| Participation rate | 51.3% | 62.5%-11.2pp | 72.3%-21.0pp | 67.2%-15.9pp |
| Annual return | -6.06% | 34.93%-41.0pp | 28.35%-34.4pp | 160.62%-166.7pp |
| Employer contribution / active EE | $597 | $1,808-67.0% | $2,835-78.9% | $2,670-77.6% |
| Participant deferral / active EE | $1,492 | $3,074-51.5% | $4,245-64.9% | $4,125-63.8% |
| Admin fee / account holder | $3,950 | $4,099-3.6% | $5,678-30.4% | $5,651-30.1% |