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 | $11,647 | $100,852-88.5% | $90,404-87.1% | $158,922-92.7% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | -1.77% | 1724.20%-1726.0pp | 1293.02%-1294.8pp | 302.83%-304.6pp |
| Employer contribution / active EE | $996 | $3,689-73.0% | $3,262-69.5% | $4,761-79.1% |
| Participant deferral / active EE | $1,947 | $4,348-55.2% | $3,963-50.9% | $5,982-67.5% |
| Admin fee / account holder | $1,602 | $6,501-75.4% | $5,611-71.5% | $11,246-85.8% |