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 | $15,271 | $84,402-81.9% | $61,373-75.1% | $134,475-88.6% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-53.9pp |
| Annual return | -25.67% | 584.55%-610.2pp | 338.61%-364.3pp | 417.96%-443.6pp |
| Employer contribution / active EE | $852 | $1,544-44.9% | $1,159-26.5% | $4,740-82.0% |
| Participant deferral / active EE | $2,848 | $2,819+1.0% | $2,125+34.0% | $6,400-55.5% |
| Admin fee / account holder | $3,625 | $2,585+40.2% | $2,130+70.2% | $11,426-68.3% |