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 10-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 | $26,309 | $27,641-4.8% | $61,373-57.1% | $68,494-61.6% |
| Participation rate | 6.7% | 39.5%-32.8pp | 52.6%-45.9pp | 67.9%-61.2pp |
| Annual return | -23.45% | -13.24%-10.2pp | 338.61%-362.1pp | -7.84%-15.6pp |
| Employer contribution / active EE | $117 | $695-83.1% | $1,159-89.9% | $2,596-95.5% |
| Participant deferral / active EE | $463 | $1,263-63.3% | $2,125-78.2% | $4,027-88.5% |
| Admin fee / account holder | $7,400 | $2,010+268.2% | $2,130+247.5% | $5,403+37.0% |