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 | $7,924 | $93,024-91.5% | $77,024-89.7% | $134,475-94.1% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -24.60% | 62.60%-87.2pp | 42.32%-66.9pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,458 | $3,418-57.3% | $2,812-48.1% | $4,740-69.2% |
| Participant deferral / active EE | $1,803 | $5,238-65.6% | $4,426-59.3% | $6,400-71.8% |
| Admin fee / account holder | $1,510 | $6,944-78.3% | $5,425-72.2% | $11,426-86.8% |