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 5-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 | $16,829 | $93,024-81.9% | $77,024-78.2% | $134,475-87.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -24.27% | 62.60%-86.9pp | 42.32%-66.6pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,543 | $3,418-54.9% | $2,812-45.1% | $4,740-67.4% |
| Participant deferral / active EE | $3,890 | $5,238-25.7% | $4,426-12.1% | $6,400-39.2% |
| Admin fee / account holder | $1,293 | $6,944-81.4% | $5,425-76.2% | $11,426-88.7% |