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 | $8,763 | $92,703-90.5% | $82,719-89.4% | $134,475-93.5% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -31.87% | 944.92%-976.8pp | 701.18%-733.1pp | 417.96%-449.8pp |
| Employer contribution / active EE | $600 | $3,274-81.7% | $3,009-80.1% | $4,740-87.3% |
| Participant deferral / active EE | $2,420 | $4,802-49.6% | $4,395-44.9% | $6,400-62.2% |
| Admin fee / account holder | $1,676 | $5,983-72.0% | $5,329-68.5% | $11,426-85.3% |