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 | $36,701 | $160,055-77.1% | $140,016-73.8% | $135,375-72.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -16.85% | 911.38%-928.2pp | 651.12%-668.0pp | 519.73%-536.6pp |
| Employer contribution / active EE | $1,758 | $6,420-72.6% | $5,606-68.6% | $4,779-63.2% |
| Participant deferral / active EE | $3,117 | $7,642-59.2% | $6,927-55.0% | $5,609-44.4% |
| Admin fee / account holder | $5,964 | $13,328-55.3% | $10,705-44.3% | $10,827-44.9% |