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 3-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 | $32,350 | $67,823-52.3% | $52,425-38.3% | $137,256-76.4% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | -1.61% | 219.11%-220.7pp | 302.12%-303.7pp | 220.34%-222.0pp |
| Employer contribution / active EE | $11,200 | $1,163+863.1% | $914+1125.1% | $4,156+169.5% |
| Participant deferral / active EE | $8,667 | $2,288+278.8% | $1,790+384.1% | $6,407+35.3% |
| Admin fee / account holder | $91,500 | $2,844+3117.1% | $2,495+3567.5% | $12,270+645.7% |