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 | $15,071 | $45,073-66.6% | $69,455-78.3% | $72,985-79.4% |
| Participation rate | 44.6% | 68.5%-23.9pp | 74.6%-30.0pp | 69.5%-24.9pp |
| Annual return | -1.27% | 22.65%-23.9pp | 28.97%-30.2pp | 81.00%-82.3pp |
| Employer contribution / active EE | $432 | $2,054-79.0% | $2,779-84.5% | $2,440-82.3% |
| Participant deferral / active EE | $1,055 | $2,602-59.4% | $3,535-70.2% | $3,607-70.7% |
| Admin fee / account holder | $5,336 | $3,056+74.6% | $3,839+39.0% | $5,124+4.1% |