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 8-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 | $28,822 | $64,707-55.5% | $112,228-74.3% | $68,494-57.9% |
| Participation rate | 67.4% | 67.2%+0.3pp | 75.1%-7.6pp | 67.9%-0.4pp |
| Annual return | -20.11% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,818 | $2,746-33.8% | $3,635-50.0% | $2,596-30.0% |
| Participant deferral / active EE | $3,033 | $3,565-14.9% | $4,728-35.8% | $4,027-24.7% |
| Admin fee / account holder | $613 | $5,232-88.3% | $6,410-90.4% | $5,403-88.7% |