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 10-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 | $13,617 | $83,337-83.7% | $67,834-79.9% | $273,961-95.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | -16.93% | 259.45%-276.4pp | 138.47%-155.4pp | 41.45%-58.4pp |
| Employer contribution / active EE | $500 | $3,287-84.8% | $2,403-79.2% | $4,869-89.7% |
| Participant deferral / active EE | $1,456 | $4,088-64.4% | $3,160-53.9% | $5,287-72.5% |
| Admin fee / account holder | $1,727 | $6,752-74.4% | $4,622-62.6% | $10,132-83.0% |