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 | $47,508 | $135,635-65.0% | $110,238-56.9% | $135,375-64.9% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -12.66% | 513.19%-525.8pp | 314.74%-327.4pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,701 | $4,906-65.3% | $3,826-55.6% | $4,779-64.4% |
| Participant deferral / active EE | $3,356 | $5,506-39.1% | $4,672-28.2% | $5,609-40.2% |
| Admin fee / account holder | $16,841 | $11,457+47.0% | $8,547+97.0% | $10,827+55.5% |