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 | $8,146 | $96,635-91.6% | $86,612-90.6% | $139,434-94.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | -44.64% | 106.41%-151.1pp | 591.07%-635.7pp | 372.94%-417.6pp |
| Employer contribution / active EE | $1,307 | $3,263-59.9% | $3,022-56.8% | $4,751-72.5% |
| Participant deferral / active EE | $2,216 | $4,836-54.2% | $4,438-50.1% | $6,710-67.0% |
| Admin fee / account holder | $67,829 | $6,408+958.5% | $5,614+1108.2% | $11,403+494.9% |