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 | $30,147 | $82,664-63.5% | $125,339-75.9% | $68,494-56.0% |
| Participation rate | 26.7% | 75.0%-48.4pp | 82.4%-55.7pp | 67.9%-41.2pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $935 | $3,381-72.3% | $4,814-80.6% | $2,596-64.0% |
| Participant deferral / active EE | $2,867 | $6,110-53.1% | $7,446-61.5% | $4,027-28.8% |
| Admin fee / account holder | $470 | $6,275-92.5% | $10,010-95.3% | $5,403-91.3% |