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 | $14,155 | $93,024-84.8% | $77,024-81.6% | $134,475-89.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -30.49% | 62.60%-93.1pp | 42.32%-72.8pp | 417.96%-448.5pp |
| Employer contribution / active EE | $1,443 | $3,418-57.8% | $2,812-48.7% | $4,740-69.6% |
| Participant deferral / active EE | $8,128 | $5,238+55.2% | $4,426+83.6% | $6,400+27.0% |
| Admin fee / account holder | $3,808 | $6,944-45.2% | $5,425-29.8% | $11,426-66.7% |