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 | $106,102 | $59,805+77.4% | $79,550+33.4% | $68,494+54.9% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.5%-17.9pp | 67.9%-16.3pp |
| Annual return | -24.70% | -12.30%-12.4pp | 0.16%-24.9pp | -7.84%-16.9pp |
| Employer contribution / active EE | $1,145 | $1,505-23.9% | $2,413-52.6% | $2,596-55.9% |
| Participant deferral / active EE | $2,420 | $3,024-20.0% | $3,985-39.3% | $4,027-39.9% |
| Admin fee / account holder | $1,506 | $4,835-68.8% | $6,832-78.0% | $5,403-72.1% |