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 | $48,399 | $64,707-25.2% | $112,228-56.9% | $68,494-29.3% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | -19.63% | -11.40%-8.2pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,092 | $2,746-60.2% | $3,635-70.0% | $2,596-57.9% |
| Participant deferral / active EE | $6,038 | $3,565+69.4% | $4,728+27.7% | $4,027+49.9% |
| Admin fee / account holder | $5,008 | $5,232-4.3% | $6,410-21.9% | $5,403-7.3% |