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 6-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 | $12,057 | $133,958-91.0% | $112,228-89.3% | $134,475-91.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -23.61% | 47.11%-70.7pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,515 | $4,038-37.7% | $3,635-30.8% | $4,740-46.9% |
| Participant deferral / active EE | $2,974 | $5,291-43.8% | $4,728-37.1% | $6,400-53.5% |
| Admin fee / account holder | $758 | $7,489-89.9% | $6,410-88.2% | $11,426-93.4% |