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 5-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 | $20,181 | $84,402-76.1% | $61,373-67.1% | $134,475-85.0% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -23.62% | 584.55%-608.2pp | 338.61%-362.2pp | 417.96%-441.6pp |
| Employer contribution / active EE | $775 | $1,544-49.8% | $1,159-33.1% | $4,740-83.6% |
| Participant deferral / active EE | $2,788 | $2,819-1.1% | $2,125+31.2% | $6,400-56.4% |
| Admin fee / account holder | $1,120 | $2,585-56.7% | $2,130-47.4% | $11,426-90.2% |