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 4-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 | $58,511 | $22,587+159.1% | $65,255-10.3% | $75,163-22.2% |
| Participation rate | 40.3% | 63.1%-22.8pp | 65.0%-24.7pp | 67.2%-26.9pp |
| Annual return | -16.10% | 71.03%-87.1pp | 47.35%-63.5pp | 160.62%-176.7pp |
| Employer contribution / active EE | $1,165 | $941+23.8% | $1,691-31.1% | $2,670-56.4% |
| Participant deferral / active EE | $1,974 | $1,695+16.4% | $2,831-30.3% | $4,125-52.2% |
| Admin fee / account holder | $10,935 | $1,876+483.0% | $4,112+165.9% | $5,651+93.5% |