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 8-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 | $41,988 | $45,863-8.5% | $77,024-45.5% | $68,494-38.7% |
| Participation rate | 44.8% | 55.9%-11.1pp | 67.9%-23.1pp | 67.9%-23.1pp |
| Annual return | -20.49% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $403 | $1,650-75.6% | $2,812-85.7% | $2,596-84.5% |
| Participant deferral / active EE | $1,267 | $2,962-57.2% | $4,426-71.4% | $4,027-68.5% |
| Admin fee / account holder | $1,906 | $3,041-37.3% | $5,425-64.9% | $5,403-64.7% |