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 | $49,082 | $95,862-48.8% | $79,550-38.3% | $134,475-63.5% |
| Participation rate | 52.9% | 75.0%-22.1pp | 69.5%-16.5pp | 81.2%-28.3pp |
| Annual return | -20.84% | -2.69%-18.2pp | 0.16%-21.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,240 | $3,128-60.4% | $2,413-48.6% | $4,740-73.8% |
| Participant deferral / active EE | $1,765 | $4,693-62.4% | $3,985-55.7% | $6,400-72.4% |
| Admin fee / account holder | $450 | $9,126-95.1% | $6,832-93.4% | $11,426-96.1% |