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 | $35,643 | $46,674-23.6% | $117,472-69.7% | $68,494-48.0% |
| Participation rate | 68.3% | 56.8%+11.5pp | 70.6%-2.3pp | 67.9%+0.4pp |
| Annual return | -19.78% | -14.52%-5.3pp | 29.74%-49.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,823 | $1,505+21.2% | $4,176-56.3% | $2,596-29.8% |
| Participant deferral / active EE | $2,824 | $2,636+7.1% | $4,070-30.6% | $4,027-29.9% |
| Admin fee / account holder | $1,080 | $4,020-73.1% | $5,645-80.9% | $5,403-80.0% |