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 | $50,398 | $48,570+3.8% | $130,648-61.4% | $72,985-30.9% |
| Participation rate | 26.5% | 58.6%-32.1pp | 71.7%-45.3pp | 69.5%-43.0pp |
| Annual return | -0.73% | 38.63%-39.4pp | 1708.96%-1709.7pp | 81.00%-81.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $950 | $2,384-60.1% | $3,603-73.6% | $3,607-73.7% |
| Admin fee / account holder | $10,972 | $3,549+209.2% | $5,464+100.8% | $5,124+114.1% |