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 | $30,463 | $90,600-66.4% | $79,464-61.7% | $135,375-77.5% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 82.6%-14.2pp |
| Annual return | -10.90% | 977.43%-988.3pp | 718.14%-729.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,861 | $3,068-6.7% | $2,800+2.2% | $4,779-40.1% |
| Participant deferral / active EE | $2,861 | $4,050-29.4% | $3,704-22.8% | $5,609-49.0% |
| Admin fee / account holder | $394 | $5,907-93.3% | $5,113-92.3% | $10,827-96.4% |