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 | $13,142 | $76,000-82.7% | $154,107-91.5% | $64,186-79.5% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | -11.02% | 30.32%-41.3pp | 735.12%-746.1pp | 7.63%-18.7pp |
| Employer contribution / active EE | $683 | $3,351-79.6% | $5,298-87.1% | $2,381-71.3% |
| Participant deferral / active EE | $1,866 | $3,175-41.2% | $5,081-63.3% | $3,470-46.2% |
| Admin fee / account holder | $779 | $5,596-86.1% | $13,411-94.2% | $4,888-84.1% |