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 | $14,032 | $76,000-81.5% | $154,107-90.9% | $64,186-78.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -8.23% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $605 | $3,351-81.9% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $1,491 | $3,175-53.1% | $5,081-70.7% | $3,470-57.0% |
| Admin fee / account holder | $908 | $5,596-83.8% | $13,411-93.2% | $4,888-81.4% |