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 | $15,132 | $97,757-84.5% | $83,848-82.0% | $135,375-88.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -12.56% | 1287.37%-1299.9pp | 850.88%-863.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,061 | $4,222-74.9% | $3,631-70.8% | $4,779-77.8% |
| Participant deferral / active EE | $2,237 | $4,682-52.2% | $4,082-45.2% | $5,609-60.1% |
| Admin fee / account holder | $345 | $6,674-94.8% | $5,478-93.7% | $10,827-96.8% |