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 | $0 | $93,571-100.0% | $135,903-100.0% | $75,163-100.0% |
| Participation rate | 28.6% | 75.2%-46.6pp | 81.9%-53.3pp | 67.2%-38.6pp |
| Annual return | -104.79% | 30.90%-135.7pp | 68.23%-173.0pp | 160.62%-265.4pp |
| Employer contribution / active EE | $1,322 | $3,537-62.6% | $4,856-72.8% | $2,670-50.5% |
| Participant deferral / active EE | $3,232 | $6,404-49.5% | $7,758-58.3% | $4,125-21.6% |
| Admin fee / account holder | $4,274 | $6,975-38.7% | $10,762-60.3% | $5,651-24.4% |