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 | $21,012 | $82,664-74.6% | $125,339-83.2% | $68,494-69.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -21.72% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,452 | $3,381-57.0% | $4,814-69.8% | $2,596-44.1% |
| Participant deferral / active EE | $3,133 | $6,110-48.7% | $7,446-57.9% | $4,027-22.2% |
| Admin fee / account holder | $572 | $6,275-90.9% | $10,010-94.3% | $5,403-89.4% |