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 | $24,868 | $77,813-68.0% | $123,544-79.9% | $64,186-61.3% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.3%-17.9pp | 69.6%-5.1pp |
| Annual return | -11.39% | 12.48%-23.9pp | 119.20%-130.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $3,031 | $3,014+0.6% | $4,628-34.5% | $2,381+27.3% |
| Participant deferral / active EE | $3,524 | $5,240-32.8% | $6,426-45.2% | $3,470+1.6% |
| Admin fee / account holder | $1,976 | $5,519-64.2% | $9,284-78.7% | $4,888-59.6% |