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 7-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 | $59,829 | $110,261-45.7% | $95,745-37.5% | $139,434-57.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | -54.55% | 27.11%-81.7pp | 28.35%-82.9pp | 372.94%-427.5pp |
| Employer contribution / active EE | $2,936 | $3,257-9.9% | $2,835+3.6% | $4,751-38.2% |
| Participant deferral / active EE | $5,713 | $4,676+22.2% | $4,245+34.6% | $6,710-14.9% |
| Admin fee / account holder | $1,710 | $6,613-74.1% | $5,678-69.9% | $11,403-85.0% |