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 | $35,711 | $45,863-22.1% | $77,024-53.6% | $68,494-47.9% |
| Participation rate | 26.3% | 55.9%-29.6pp | 67.9%-41.6pp | 67.9%-41.6pp |
| Annual return | -21.10% | 1.72%-22.8pp | 42.32%-63.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $329 | $1,650-80.1% | $2,812-88.3% | $2,596-87.3% |
| Participant deferral / active EE | $1,923 | $2,962-35.1% | $4,426-56.6% | $4,027-52.2% |
| Admin fee / account holder | $2,842 | $3,041-6.5% | $5,425-47.6% | $5,403-47.4% |