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 | $65,663 | $92,222-28.8% | $76,768-14.5% | $135,375-51.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -10.25% | 5.46%-15.7pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,180 | $3,216-32.2% | $2,485-12.3% | $4,779-54.4% |
| Participant deferral / active EE | $4,450 | $4,509-1.3% | $3,852+15.5% | $5,609-20.7% |
| Admin fee / account holder | $2,314 | $10,748-78.5% | $6,675-65.3% | $10,827-78.6% |