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 | $38,360 | $92,703-58.6% | $82,719-53.6% | $134,475-71.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -21.08% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,322 | $3,274-29.1% | $3,009-22.8% | $4,740-51.0% |
| Participant deferral / active EE | $5,762 | $4,802+20.0% | $4,395+31.1% | $6,400-10.0% |
| Admin fee / account holder | $2,838 | $5,983-52.6% | $5,329-46.7% | $11,426-75.2% |