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 | $19,210 | $112,881-83.0% | $90,951-78.9% | $158,922-87.9% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | -9.02% | 215.79%-224.8pp | 134.60%-143.6pp | 302.83%-311.8pp |
| Employer contribution / active EE | $909 | $2,893-68.6% | $2,122-57.2% | $4,761-80.9% |
| Participant deferral / active EE | $1,558 | $4,128-62.3% | $3,373-53.8% | $5,982-74.0% |
| Admin fee / account holder | $340 | $8,041-95.8% | $5,959-94.3% | $11,246-97.0% |