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 | $13,571 | $76,000-82.1% | $154,107-91.2% | $64,186-78.9% |
| Participation rate | 34.8% | 70.4%-35.6pp | 83.0%-48.3pp | 69.6%-34.8pp |
| Annual return | -23.37% | 30.32%-53.7pp | 735.12%-758.5pp | 7.63%-31.0pp |
| Employer contribution / active EE | $1,143 | $3,351-65.9% | $5,298-78.4% | $2,381-52.0% |
| Participant deferral / active EE | $1,460 | $3,175-54.0% | $5,081-71.3% | $3,470-57.9% |
| Admin fee / account holder | $596 | $5,596-89.4% | $13,411-95.6% | $4,888-87.8% |