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 5-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 | $56,640 | $81,248-30.3% | $155,509-63.6% | $80,856-29.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | -85.56% | 33.31%-118.9pp | 64.67%-150.2pp | 35.59%-121.2pp |
| Employer contribution / active EE | $2,928 | $3,100-5.6% | $4,672-37.3% | $2,755+6.3% |
| Participant deferral / active EE | $3,977 | $3,452+15.2% | $5,626-29.3% | $4,296-7.4% |
| Admin fee / account holder | $748 | $7,997-90.7% | $15,912-95.3% | $6,918-89.2% |