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 | $13,786 | $92,703-85.1% | $82,719-83.3% | $134,475-89.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -22.48% | 944.92%-967.4pp | 701.18%-723.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $774 | $3,274-76.4% | $3,009-74.3% | $4,740-83.7% |
| Participant deferral / active EE | $1,528 | $4,802-68.2% | $4,395-65.2% | $6,400-76.1% |
| Admin fee / account holder | $444 | $5,983-92.6% | $5,329-91.7% | $11,426-96.1% |