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 7-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 | $85,004 | $92,703-8.3% | $82,719+2.8% | $134,475-36.8% |
| Participation rate | 23.5% | 75.2%-51.7pp | 72.6%-49.0pp | 81.2%-57.7pp |
| Annual return | -22.45% | 944.92%-967.4pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $800 | $3,274-75.6% | $3,009-73.4% | $4,740-83.1% |
| Participant deferral / active EE | $3,602 | $4,802-25.0% | $4,395-18.0% | $6,400-43.7% |
| Admin fee / account holder | $2,056 | $5,983-65.6% | $5,329-61.4% | $11,426-82.0% |