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 | $22,602 | $54,350-58.4% | $82,719-72.7% | $68,494-67.0% |
| Participation rate | 54.9% | 63.9%-9.0pp | 72.6%-17.6pp | 67.9%-13.0pp |
| Annual return | -20.77% | -13.67%-7.1pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,829 | $2,218-17.5% | $3,009-39.2% | $2,596-29.5% |
| Participant deferral / active EE | $2,337 | $3,246-28.0% | $4,395-46.8% | $4,027-42.0% |
| Admin fee / account holder | $6,098 | $4,395+38.7% | $5,329+14.4% | $5,403+12.9% |