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 8-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 | $13,166 | $102,966-87.2% | $90,281-85.4% | $152,861-91.4% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.4%-55.2pp |
| Annual return | -56.26% | 95.16%-151.4pp | 78.10%-134.4pp | 345.32%-401.6pp |
| Employer contribution / active EE | $540 | $3,139-82.8% | $2,854-81.1% | $4,762-88.7% |
| Participant deferral / active EE | $798 | $4,281-81.4% | $3,885-79.5% | $5,850-86.4% |
| Admin fee / account holder | $1,432 | $6,171-76.8% | $5,351-73.2% | $11,596-87.7% |