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 | $31,546 | $142,344-77.8% | $119,609-73.6% | $134,475-76.5% |
| Participation rate | 17.6% | 82.8%-65.2pp | 79.3%-61.6pp | 81.2%-63.6pp |
| Annual return | -21.70% | -12.44%-9.3pp | -14.97%-6.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,330 | $6,469-48.5% | $5,602-40.6% | $6,400-48.0% |
| Admin fee / account holder | $1,503 | $13,584-88.9% | $10,323-85.4% | $11,426-86.8% |