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 | $32,789 | $76,000-56.9% | $154,107-78.7% | $64,186-48.9% |
| Participation rate | 18.2% | 70.4%-52.2pp | 83.0%-64.9pp | 69.6%-51.4pp |
| Annual return | -23.07% | 30.32%-53.4pp | 735.12%-758.2pp | 7.63%-30.7pp |
| Employer contribution / active EE | $525 | $3,351-84.3% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,429 | $3,175-55.0% | $5,081-71.9% | $3,470-58.8% |
| Admin fee / account holder | $1,555 | $5,596-72.2% | $13,411-88.4% | $4,888-68.2% |