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 9-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 | $67,974 | $76,000-10.6% | $154,107-55.9% | $64,186+5.9% |
| Participation rate | 68.0% | 70.4%-2.4pp | 83.0%-15.0pp | 69.6%-1.6pp |
| Annual return | -24.89% | 30.32%-55.2pp | 735.12%-760.0pp | 7.63%-32.5pp |
| Employer contribution / active EE | $1,787 | $3,351-46.7% | $5,298-66.3% | $2,381-24.9% |
| Participant deferral / active EE | $2,895 | $3,175-8.8% | $5,081-43.0% | $3,470-16.6% |
| Admin fee / account holder | $27,297 | $5,596+387.8% | $13,411+103.5% | $4,888+458.5% |