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 | $18,752 | $107,791-82.6% | $90,645-79.3% | $135,375-86.1% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -23.44% | -0.90%-22.5pp | 1.88%-25.3pp | 519.73%-543.2pp |
| Employer contribution / active EE | $1,120 | $3,018-62.9% | $2,532-55.8% | $4,779-76.6% |
| Participant deferral / active EE | $4,200 | $3,872+8.5% | $3,425+22.6% | $5,609-25.1% |
| Admin fee / account holder | $466 | $5,930-92.1% | $4,994-90.7% | $10,827-95.7% |