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 | $57,860 | $167,307-65.4% | $143,757-59.8% | $134,475-57.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -24.06% | 0.46%-24.5pp | -0.04%-24.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,655 | $5,619-70.6% | $4,951-66.6% | $4,740-65.1% |
| Participant deferral / active EE | $6,079 | $6,446-5.7% | $5,637+7.8% | $6,400-5.0% |
| Admin fee / account holder | $440 | $18,088-97.6% | $14,673-97.0% | $11,426-96.2% |