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 | $51,795 | $76,912-32.7% | $129,110-59.9% | $68,494-24.4% |
| Participation rate | 48.5% | 69.1%-20.7pp | 77.3%-28.8pp | 67.9%-19.4pp |
| Annual return | -23.17% | -9.78%-13.4pp | -10.94%-12.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,814 | $4,732-61.7% | $6,542-72.3% | $4,027-55.0% |
| Admin fee / account holder | $1,246 | $6,638-81.2% | $14,302-91.3% | $5,403-76.9% |