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 | $52,550 | $152,509-65.5% | $117,472-55.3% | $134,475-60.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -24.32% | 52.99%-77.3pp | 29.74%-54.1pp | 417.96%-442.3pp |
| Employer contribution / active EE | $338 | $5,571-93.9% | $4,176-91.9% | $4,740-92.9% |
| Participant deferral / active EE | $10,250 | $4,818+112.8% | $4,070+151.8% | $6,400+60.2% |
| Admin fee / account holder | $586 | $7,004-91.6% | $5,645-89.6% | $11,426-94.9% |