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 | $48,000 | $49,177-2.4% | $79,464-39.6% | $64,186-25.2% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.1pp | 69.6%-26.3pp |
| Annual return | -11.48% | -1.16%-10.3pp | 718.14%-729.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,030 | $2,076-50.4% | $2,800-63.2% | $2,381-56.8% |
| Participant deferral / active EE | $2,712 | $2,821-3.9% | $3,704-26.8% | $3,470-21.8% |
| Admin fee / account holder | $1,062 | $3,839-72.3% | $5,113-79.2% | $4,888-78.3% |