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 | $40,601 | $57,057-28.8% | $85,009-52.2% | $80,874-49.8% |
| Participation rate | 23.4% | 56.4%-33.0pp | 67.5%-44.1pp | 67.6%-44.2pp |
| Annual return | -57.94% | 21.66%-79.6pp | 66.47%-124.4pp | 35.62%-93.6pp |
| Employer contribution / active EE | $892 | $1,799-50.4% | $2,728-67.3% | $2,756-67.6% |
| Participant deferral / active EE | $2,183 | $3,112-29.9% | $4,522-51.7% | $4,297-49.2% |
| Admin fee / account holder | $7,007 | $4,986+40.5% | $6,153+13.9% | $6,935+1.0% |