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 | $77,726 | $45,863+69.5% | $77,024+0.9% | $68,494+13.5% |
| Participation rate | 44.7% | 55.9%-11.2pp | 67.9%-23.2pp | 67.9%-23.2pp |
| Annual return | -24.07% | 1.72%-25.8pp | 42.32%-66.4pp | -7.84%-16.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $864 | $2,962-70.8% | $4,426-80.5% | $4,027-78.5% |
| Admin fee / account holder | $822 | $3,041-73.0% | $5,425-84.8% | $5,403-84.8% |