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 | $15,514 | $92,703-83.3% | $82,719-81.2% | $134,475-88.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -31.93% | 944.92%-976.9pp | 701.18%-733.1pp | 417.96%-449.9pp |
| Employer contribution / active EE | $1,682 | $3,274-48.6% | $3,009-44.1% | $4,740-64.5% |
| Participant deferral / active EE | $4,039 | $4,802-15.9% | $4,395-8.1% | $6,400-36.9% |
| Admin fee / account holder | $1,809 | $5,983-69.8% | $5,329-66.1% | $11,426-84.2% |