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 | $23,406 | $69,010-66.1% | $159,960-85.4% | $68,494-65.8% |
| Participation rate | 60.6% | 65.4%-4.8pp | 78.0%-17.4pp | 67.9%-7.3pp |
| Annual return | -19.34% | -9.65%-9.7pp | 408.60%-427.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,325 | $2,213-40.1% | $4,226-68.6% | $2,596-49.0% |
| Participant deferral / active EE | $3,273 | $4,212-22.3% | $6,182-47.1% | $4,027-18.7% |
| Admin fee / account holder | $2,447 | $4,798-49.0% | $8,698-71.9% | $5,403-54.7% |