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 6-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 | $11,052 | $95,862-88.5% | $79,550-86.1% | $134,475-91.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -25.07% | -2.69%-22.4pp | 0.16%-25.2pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,968 | $3,128-37.1% | $2,413-18.4% | $4,740-58.5% |
| Participant deferral / active EE | $6,809 | $4,693+45.1% | $3,985+70.9% | $6,400+6.4% |
| Admin fee / account holder | $12,686 | $9,126+39.0% | $6,832+85.7% | $11,426+11.0% |