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 | $34,833 | $90,503-61.5% | $78,689-55.7% | $273,961-87.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -5.16% | 75.60%-80.8pp | 62.18%-67.3pp | 41.45%-46.6pp |
| Employer contribution / active EE | $2,956 | $3,176-6.9% | $2,851+3.7% | $4,869-39.3% |
| Participant deferral / active EE | $1,387 | $3,901-64.4% | $3,517-60.6% | $5,287-73.8% |
| Admin fee / account holder | $4,253 | $5,263-19.2% | $4,510-5.7% | $10,132-58.0% |