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 4-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 | $6,827 | $81,625-91.6% | $58,482-88.3% | $139,434-95.1% |
| Participation rate | 36.4% | 61.3%-25.0pp | 50.9%-14.5pp | 80.3%-44.0pp |
| Annual return | -79.97% | 7404.20%-7484.2pp | 4239.32%-4319.3pp | 372.94%-452.9pp |
| Employer contribution / active EE | $599 | $1,398-57.2% | $1,053-43.2% | $4,751-87.4% |
| Participant deferral / active EE | $1,017 | $2,557-60.2% | $1,924-47.1% | $6,710-84.8% |
| Admin fee / account holder | $834 | $3,265-74.5% | $2,516-66.9% | $11,403-92.7% |