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 | $32,297 | $64,119-49.6% | $112,228-71.2% | $66,914-51.7% |
| Participation rate | 17.6% | 68.5%-50.8pp | 75.1%-57.4pp | 69.8%-52.2pp |
| Annual return | -22.00% | -13.81%-8.2pp | 27.45%-49.4pp | 1.58%-23.6pp |
| Employer contribution / active EE | $904 | $3,005-69.9% | $3,635-75.1% | $2,544-64.5% |
| Participant deferral / active EE | $1,744 | $3,693-52.8% | $4,728-63.1% | $4,237-58.8% |
| Admin fee / account holder | $1,486 | $625+137.7% | $6,410-76.8% | $593+150.5% |