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 | $16,726 | $90,600-81.5% | $79,464-79.0% | $135,375-87.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -57.82% | 977.43%-1035.3pp | 718.14%-776.0pp | 519.73%-577.6pp |
| Employer contribution / active EE | $822 | $3,068-73.2% | $2,800-70.7% | $4,779-82.8% |
| Participant deferral / active EE | $2,992 | $4,050-26.1% | $3,704-19.2% | $5,609-46.7% |
| Admin fee / account holder | $17,347 | $5,907+193.7% | $5,113+239.3% | $10,827+60.2% |