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 8-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 | $23,686 | $112,881-79.0% | $90,951-74.0% | $158,922-85.1% |
| Participation rate | 30.8% | 74.7%-44.0pp | 69.0%-38.2pp | 82.0%-51.2pp |
| Annual return | -7.87% | 215.79%-223.7pp | 134.60%-142.5pp | 302.83%-310.7pp |
| Employer contribution / active EE | $1,174 | $2,893-59.4% | $2,122-44.7% | $4,761-75.3% |
| Participant deferral / active EE | $1,653 | $4,128-59.9% | $3,373-51.0% | $5,982-72.4% |
| Admin fee / account holder | $2,680 | $8,041-66.7% | $5,959-55.0% | $11,246-76.2% |