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 | $32,182 | $82,664-61.1% | $125,339-74.3% | $68,494-53.0% |
| Participation rate | 61.7% | 75.0%-13.3pp | 82.4%-20.7pp | 67.9%-6.2pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,778 | $3,381+11.7% | $4,814-21.5% | $2,596+45.5% |
| Participant deferral / active EE | $7,615 | $6,110+24.6% | $7,446+2.3% | $4,027+89.1% |
| Admin fee / account holder | $1,146 | $6,275-81.7% | $10,010-88.5% | $5,403-78.8% |