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 | $23,352 | $50,958-54.2% | $74,550-68.7% | $64,186-63.6% |
| Participation rate | 34.0% | 61.1%-27.1pp | 69.1%-35.1pp | 69.6%-35.6pp |
| Annual return | -8.30% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,300 | $2,301-43.5% | $3,108-58.2% | $3,470-62.5% |
| Admin fee / account holder | $4,997 | $4,223+18.3% | $5,060-1.2% | $4,888+2.2% |