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 | $29,526 | $76,912-61.6% | $129,110-77.1% | $68,494-56.9% |
| Participation rate | 64.4% | 69.1%-4.7pp | 77.3%-12.8pp | 67.9%-3.4pp |
| Annual return | -22.17% | -9.78%-12.4pp | -10.94%-11.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,292 | $3,243-60.2% | $5,052-74.4% | $2,596-50.2% |
| Participant deferral / active EE | $5,032 | $4,732+6.3% | $6,542-23.1% | $4,027+24.9% |
| Admin fee / account holder | $2,465 | $6,638-62.9% | $14,302-82.8% | $5,403-54.4% |