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 | $27,932 | $91,538-69.5% | $129,995-78.5% | $75,163-62.8% |
| Participation rate | 42.4% | 71.4%-29.0pp | 78.5%-36.1pp | 67.2%-24.8pp |
| Annual return | 5.77% | -631.11%+636.9pp | -137.18%+142.9pp | 160.62%-154.8pp |
| Employer contribution / active EE | $1,300 | $2,845-54.3% | $4,320-69.9% | $2,670-51.3% |
| Participant deferral / active EE | $3,075 | $4,341-29.2% | $5,820-47.2% | $4,125-25.4% |
| Admin fee / account holder | $46,845 | $6,790+589.9% | $10,614+341.3% | $5,651+729.0% |