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 | $15,292 | $92,703-83.5% | $82,719-81.5% | $134,475-88.6% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -22.59% | 944.92%-967.5pp | 701.18%-723.8pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,881 | $3,274-42.5% | $3,009-37.5% | $4,740-60.3% |
| Participant deferral / active EE | $2,335 | $4,802-51.4% | $4,395-46.9% | $6,400-63.5% |
| Admin fee / account holder | $833 | $5,983-86.1% | $5,329-84.4% | $11,426-92.7% |