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 | $9,570 | $110,502-91.3% | $80,716-88.1% | $167,490-94.3% |
| Participation rate | 22.2% | 64.0%-41.7pp | 54.2%-31.9pp | 82.1%-59.9pp |
| Annual return | -27.82% | 120.54%-148.4pp | 87.28%-115.1pp | 478.56%-506.4pp |
| Employer contribution / active EE | $309 | $1,543-79.9% | $1,160-73.3% | $4,837-93.6% |
| Participant deferral / active EE | $1,055 | $2,871-63.2% | $2,146-50.8% | $6,341-83.4% |
| Admin fee / account holder | $7,095 | $4,545+56.1% | $3,380+109.9% | $12,309-42.4% |