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 | $13,944 | $39,798-65.0% | $67,711-79.4% | $59,632-76.6% |
| Participation rate | 16.7% | 57.4%-40.7pp | 67.5%-50.9pp | 68.7%-52.0pp |
| Annual return | -4.71% | 89.94%-94.6pp | 25.41%-30.1pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $388 | $1,393-72.1% | $2,559-84.8% | $2,203-82.4% |
| Participant deferral / active EE | $937 | $2,335-59.9% | $3,585-73.9% | $3,192-70.7% |
| Admin fee / account holder | $311 | $3,212-90.3% | $4,255-92.7% | $4,297-92.8% |