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 | $50,644 | $81,900-38.2% | $119,609-57.7% | $68,494-26.1% |
| Participation rate | 57.1% | 71.9%-14.7pp | 79.3%-22.1pp | 67.9%-10.7pp |
| Annual return | -19.19% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,328 | $2,693-50.7% | $4,232-68.6% | $2,596-48.8% |
| Participant deferral / active EE | $2,615 | $4,148-36.9% | $5,602-53.3% | $4,027-35.1% |
| Admin fee / account holder | $11,929 | $6,582+81.2% | $10,323+15.6% | $5,403+120.8% |