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 | $16,903 | $48,076-64.8% | $78,689-78.5% | $62,891-73.1% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.6%-4.5pp | 69.3%-0.3pp |
| Annual return | -0.58% | 31.35%-31.9pp | 62.18%-62.8pp | 20.14%-20.7pp |
| Employer contribution / active EE | $876 | $2,015-56.5% | $2,851-69.3% | $2,281-61.6% |
| Participant deferral / active EE | $2,094 | $2,588-19.1% | $3,517-40.5% | $3,203-34.6% |
| Admin fee / account holder | $431 | $3,207-86.6% | $4,510-90.5% | $4,296-90.0% |