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 | $11,624 | $84,402-86.2% | $61,373-81.1% | $134,475-91.4% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -31.22% | 584.55%-615.8pp | 338.61%-369.8pp | 417.96%-449.2pp |
| Employer contribution / active EE | $1,012 | $1,544-34.5% | $1,159-12.7% | $4,740-78.6% |
| Participant deferral / active EE | $4,449 | $2,819+57.8% | $2,125+109.4% | $6,400-30.5% |
| Admin fee / account holder | $661 | $2,585-74.4% | $2,130-69.0% | $11,426-94.2% |