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 | $4,135 | $27,915-85.2% | $58,482-92.9% | $75,163-94.5% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | -45.72% | 44.20%-89.9pp | 4239.32%-4285.0pp | 160.62%-206.3pp |
| Employer contribution / active EE | $259 | $669-61.3% | $1,053-75.4% | $2,670-90.3% |
| Participant deferral / active EE | $537 | $1,201-55.3% | $1,924-72.1% | $4,125-87.0% |
| Admin fee / account holder | $3,045 | $1,726+76.4% | $2,516+21.0% | $5,651-46.1% |