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 7-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 | $14,089 | $90,600-84.4% | $79,464-82.3% | $135,375-89.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -50.29% | 977.43%-1027.7pp | 718.14%-768.4pp | 519.73%-570.0pp |
| Employer contribution / active EE | $3,663 | $3,068+19.4% | $2,800+30.8% | $4,779-23.4% |
| Participant deferral / active EE | $4,575 | $4,050+13.0% | $3,704+23.5% | $5,609-18.4% |
| Admin fee / account holder | $516 | $5,907-91.3% | $5,113-89.9% | $10,827-95.2% |