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 | $96,091 | $99,640-3.6% | $86,436+11.2% | $134,475-28.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -23.61% | 6782.58%-6806.2pp | 4394.89%-4418.5pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,331 | $4,400-47.0% | $3,769-38.1% | $4,740-50.8% |
| Participant deferral / active EE | $4,915 | $7,246-32.2% | $6,952-29.3% | $6,400-23.2% |
| Admin fee / account holder | $4,069 | $8,371-51.4% | $6,731-39.5% | $11,426-64.4% |