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 | $42,663 | $27,641+54.3% | $61,373-30.5% | $68,494-37.7% |
| Participation rate | 19.2% | 39.5%-20.3pp | 52.6%-33.3pp | 67.9%-48.7pp |
| Annual return | -25.60% | -13.24%-12.4pp | 338.61%-364.2pp | -7.84%-17.8pp |
| Employer contribution / active EE | $515 | $695-25.9% | $1,159-55.6% | $2,596-80.2% |
| Participant deferral / active EE | $2,516 | $1,263+99.2% | $2,125+18.4% | $4,027-37.5% |
| Admin fee / account holder | $659 | $2,010-67.2% | $2,130-69.1% | $5,403-87.8% |