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 | $14,139 | $43,327-67.4% | $59,878-76.4% | $64,186-78.0% |
| Participation rate | 58.5% | 69.2%-10.7pp | 74.7%-16.2pp | 69.6%-11.1pp |
| Annual return | -10.20% | -1.55%-8.6pp | 3.46%-13.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,111 | $2,028-45.2% | $2,722-59.2% | $2,381-53.3% |
| Participant deferral / active EE | $2,448 | $2,546-3.8% | $3,402-28.0% | $3,470-29.4% |
| Admin fee / account holder | $3,076 | $3,005+2.4% | $3,590-14.3% | $4,888-37.1% |