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 9-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 | $23,187 | $64,119-63.8% | $112,228-79.3% | $66,914-65.3% |
| Participation rate | 36.6% | 68.5%-31.9pp | 75.1%-38.5pp | 69.8%-33.2pp |
| Annual return | -19.95% | -13.81%-6.1pp | 27.45%-47.4pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,041 | $3,005-65.4% | $3,635-71.4% | $2,544-59.1% |
| Participant deferral / active EE | $1,780 | $3,693-51.8% | $4,728-62.3% | $4,237-58.0% |
| Admin fee / account holder | $1,187 | $625+89.8% | $6,410-81.5% | $593+100.1% |