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 | $21,649 | $90,600-76.1% | $79,464-72.8% | $135,375-84.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -14.47% | 977.43%-991.9pp | 718.14%-732.6pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,066 | $3,068-32.7% | $2,800-26.2% | $4,779-56.8% |
| Participant deferral / active EE | $4,075 | $4,050+0.6% | $3,704+10.0% | $5,609-27.3% |
| Admin fee / account holder | $669 | $5,907-88.7% | $5,113-86.9% | $10,827-93.8% |