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 7-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 | $39,683 | $111,754-64.5% | $103,333-61.6% | $145,922-72.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | -6.26% | 24.77%-31.0pp | 24.88%-31.1pp | 561.29%-567.5pp |
| Employer contribution / active EE | $1,936 | $4,212-54.0% | $3,868-49.9% | $4,660-58.4% |
| Participant deferral / active EE | $2,953 | $5,619-47.4% | $5,057-41.6% | $6,688-55.8% |
| Admin fee / account holder | $21,068 | $9,750+116.1% | $8,355+152.2% | $13,397+57.3% |