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 | $44,192 | $82,664-46.5% | $125,339-64.7% | $68,494-35.5% |
| Participation rate | 60.4% | 75.0%-14.6pp | 82.4%-22.0pp | 67.9%-7.5pp |
| Annual return | -19.93% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,587 | $3,381-53.1% | $4,814-67.0% | $2,596-38.9% |
| Participant deferral / active EE | $4,505 | $6,110-26.3% | $7,446-39.5% | $4,027+11.9% |
| Admin fee / account holder | $5,627 | $6,275-10.3% | $10,010-43.8% | $5,403+4.1% |