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 | $33,280 | $64,707-48.6% | $112,228-70.3% | $68,494-51.4% |
| Participation rate | 51.5% | 67.2%-15.6pp | 75.1%-23.5pp | 67.9%-16.4pp |
| Annual return | -19.58% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,879 | $2,746-31.6% | $3,635-48.3% | $2,596-27.6% |
| Participant deferral / active EE | $3,500 | $3,565-1.8% | $4,728-26.0% | $4,027-13.1% |
| Admin fee / account holder | $2,243 | $5,232-57.1% | $6,410-65.0% | $5,403-58.5% |