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 | $13,084 | $84,402-84.5% | $61,373-78.7% | $134,475-90.3% |
| Participation rate | 11.8% | 62.2%-50.4pp | 52.6%-40.8pp | 81.2%-69.5pp |
| Annual return | -86.41% | 584.55%-671.0pp | 338.61%-425.0pp | 417.96%-504.4pp |
| Employer contribution / active EE | $198 | $1,544-87.2% | $1,159-82.9% | $4,740-95.8% |
| Participant deferral / active EE | $1,203 | $2,819-57.3% | $2,125-43.4% | $6,400-81.2% |
| Admin fee / account holder | $312 | $2,585-87.9% | $2,130-85.3% | $11,426-97.3% |