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 6-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 | $10,291 | $82,286-87.5% | $68,791-85.0% | $134,475-92.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -21.36% | -2.19%-19.2pp | -6.38%-15.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,217 | $3,301-63.1% | $2,655-54.2% | $4,740-74.3% |
| Participant deferral / active EE | $1,564 | $4,739-67.0% | $3,941-60.3% | $6,400-75.6% |
| Admin fee / account holder | $3,072 | $6,481-52.6% | $4,932-37.7% | $11,426-73.1% |