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 7-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 | $6,342 | $88,751-92.9% | $81,812-92.2% | $145,922-95.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | -9.83% | 1025.40%-1035.2pp | 773.79%-783.6pp | 561.29%-571.1pp |
| Employer contribution / active EE | $561 | $3,083-81.8% | $2,912-80.8% | $4,660-88.0% |
| Participant deferral / active EE | $874 | $4,643-81.2% | $4,319-79.8% | $6,688-86.9% |
| Admin fee / account holder | $2,813 | $8,415-66.6% | $7,386-61.9% | $13,397-79.0% |