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 7-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 | $50,685 | $73,867-31.4% | $143,757-64.7% | $68,494-26.0% |
| Participation rate | 16.0% | 66.7%-50.7pp | 80.3%-64.3pp | 67.9%-51.9pp |
| Annual return | -21.34% | 1.01%-22.4pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,470 | $3,184-53.8% | $4,951-70.3% | $2,596-43.4% |
| Participant deferral / active EE | $2,446 | $3,384-27.7% | $5,637-56.6% | $4,027-39.3% |
| Admin fee / account holder | $2,431 | $5,755-57.8% | $14,673-83.4% | $5,403-55.0% |