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 | $28,373 | $56,199-49.5% | $67,652-58.1% | $59,632-52.4% |
| Participation rate | 50.8% | 71.5%-20.7pp | 75.7%-24.9pp | 68.7%-17.9pp |
| Annual return | -6.43% | 18505.31%-18511.7pp | 6625.04%-6631.5pp | 2041.28%-2047.7pp |
| Employer contribution / active EE | $529 | $1,614-67.2% | $2,266-76.7% | $2,203-76.0% |
| Participant deferral / active EE | $1,623 | $2,844-42.9% | $3,560-54.4% | $3,192-49.2% |
| Admin fee / account holder | $913 | $3,958-76.9% | $4,821-81.1% | $4,297-78.7% |