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 | $42,877 | $101,283-57.7% | $75,826-43.5% | $135,375-68.3% |
| Participation rate | 20.0% | 72.7%-52.7pp | 68.2%-48.2pp | 82.6%-62.6pp |
| Annual return | -23.23% | 3384.62%-3407.8pp | 1914.15%-1937.4pp | 519.73%-543.0pp |
| Employer contribution / active EE | $1,495 | $2,382-37.2% | $1,913-21.9% | $4,779-68.7% |
| Participant deferral / active EE | $3,700 | $3,469+6.7% | $2,862+29.3% | $5,609-34.0% |
| Admin fee / account holder | $1,311 | $6,539-80.0% | $4,726-72.3% | $10,827-87.9% |