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 | $38,762 | $43,723-11.3% | $121,196-68.0% | $64,186-39.6% |
| Participation rate | 38.6% | 58.3%-19.8pp | 71.7%-33.2pp | 69.6%-31.0pp |
| Annual return | -8.41% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,229 | $1,296-5.2% | $4,022-69.4% | $2,381-48.4% |
| Participant deferral / active EE | $2,402 | $2,280+5.4% | $3,344-28.2% | $3,470-30.8% |
| Admin fee / account holder | $2,469 | $3,501-29.5% | $5,019-50.8% | $4,888-49.5% |