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 5-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 | $19,248 | $167,307-88.5% | $143,757-86.6% | $134,475-85.7% |
| Participation rate | 26.7% | 84.8%-58.1pp | 80.3%-53.6pp | 81.2%-54.6pp |
| Annual return | -21.02% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,150 | $5,619-79.5% | $4,951-76.8% | $4,740-75.7% |
| Participant deferral / active EE | $2,682 | $6,446-58.4% | $5,637-52.4% | $6,400-58.1% |
| Admin fee / account holder | $1,032 | $18,088-94.3% | $14,673-93.0% | $11,426-91.0% |