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 | $14,774 | $95,862-84.6% | $79,550-81.4% | $134,475-89.0% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -26.60% | -2.69%-23.9pp | 0.16%-26.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $530 | $3,128-83.1% | $2,413-78.0% | $4,740-88.8% |
| Participant deferral / active EE | $1,959 | $4,693-58.3% | $3,985-50.8% | $6,400-69.4% |
| Admin fee / account holder | $1,381 | $9,126-84.9% | $6,832-79.8% | $11,426-87.9% |