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 6-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 | $62,837 | $105,860-40.6% | $90,749-30.8% | $134,475-53.3% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.7%-32.8pp | 81.2%-38.4pp |
| Annual return | -25.08% | -11.01%-14.1pp | -12.16%-12.9pp | 417.96%-443.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,333 | $5,216+194.0% | $4,564+235.9% | $6,400+139.6% |
| Admin fee / account holder | $7,509 | $13,938-46.1% | $8,445-11.1% | $11,426-34.3% |