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 | $27,480 | $99,640-72.4% | $86,436-68.2% | $134,475-79.6% |
| Participation rate | 52.6% | 82.0%-29.4pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -22.01% | 6782.58%-6804.6pp | 4394.89%-4416.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,528 | $4,400-65.3% | $3,769-59.5% | $4,740-67.8% |
| Participant deferral / active EE | $2,905 | $7,246-59.9% | $6,952-58.2% | $6,400-54.6% |
| Admin fee / account holder | $1,327 | $8,371-84.2% | $6,731-80.3% | $11,426-88.4% |