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 | $67,893 | $81,900-17.1% | $119,609-43.2% | $68,494-0.9% |
| Participation rate | 41.0% | 71.9%-30.9pp | 79.3%-38.2pp | 67.9%-26.9pp |
| Annual return | -21.47% | -23.82%+2.4pp | -14.97%-6.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,327 | $4,148+4.3% | $5,602-22.8% | $4,027+7.5% |
| Admin fee / account holder | $7,680 | $6,582+16.7% | $10,323-25.6% | $5,403+42.2% |