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 | $43,772 | $180,449-75.7% | $154,107-71.6% | $135,375-67.7% |
| Participation rate | 52.2% | 87.4%-35.2pp | 83.0%-30.9pp | 82.6%-30.5pp |
| Annual return | -8.86% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,712 | $6,035-71.6% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $2,380 | $5,806-59.0% | $5,081-53.1% | $5,609-57.6% |
| Admin fee / account holder | $1,020 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |