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 | $22,267 | $93,024-76.1% | $77,024-71.1% | $134,475-83.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -30.52% | 62.60%-93.1pp | 42.32%-72.8pp | 417.96%-448.5pp |
| Employer contribution / active EE | $2,071 | $3,418-39.4% | $2,812-26.3% | $4,740-56.3% |
| Participant deferral / active EE | $11,267 | $5,238+115.1% | $4,426+154.5% | $6,400+76.0% |
| Admin fee / account holder | $3,048 | $6,944-56.1% | $5,425-43.8% | $11,426-73.3% |