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 4-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 | $23,910 | $133,958-82.2% | $112,228-78.7% | $134,475-82.2% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -44.06% | 47.11%-91.2pp | 27.45%-71.5pp | 417.96%-462.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,929 | $5,291-44.6% | $4,728-38.1% | $6,400-54.2% |
| Admin fee / account holder | $1,862 | $7,489-75.1% | $6,410-71.0% | $11,426-83.7% |