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 | $15,225 | $95,193-84.0% | $76,523-80.1% | $135,375-88.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -13.71% | 4.85%-18.6pp | -0.27%-13.4pp | 519.73%-533.4pp |
| Employer contribution / active EE | $1,917 | $3,302-42.0% | $2,647-27.6% | $4,779-59.9% |
| Participant deferral / active EE | $6,909 | $4,639+48.9% | $3,835+80.1% | $5,609+23.2% |
| Admin fee / account holder | $1,233 | $6,249-80.3% | $4,848-74.6% | $10,827-88.6% |