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 | $35,710 | $60,124-40.6% | $90,404-60.5% | $79,858-55.3% |
| Participation rate | 28.4% | 65.0%-36.6pp | 72.7%-44.3pp | 69.6%-41.3pp |
| Annual return | -1.67% | 71.94%-73.6pp | 1293.02%-1294.7pp | 31.71%-33.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $780 | $2,938-73.4% | $3,963-80.3% | $3,740-79.1% |
| Admin fee / account holder | $21,629 | $3,976+443.9% | $5,611+285.5% | $5,306+307.6% |