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 5-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 | $13,029 | $99,640-86.9% | $86,436-84.9% | $134,475-90.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -21.64% | 6782.58%-6804.2pp | 4394.89%-4416.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,916 | $4,400-56.5% | $3,769-49.1% | $4,740-59.6% |
| Participant deferral / active EE | $2,503 | $7,246-65.5% | $6,952-64.0% | $6,400-60.9% |
| Admin fee / account holder | $6,140 | $8,371-26.7% | $6,731-8.8% | $11,426-46.3% |