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 7-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 | $23,881 | $92,703-74.2% | $82,719-71.1% | $134,475-82.2% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -29.44% | 944.92%-974.4pp | 701.18%-730.6pp | 417.96%-447.4pp |
| Employer contribution / active EE | $1,572 | $3,274-52.0% | $3,009-47.8% | $4,740-66.8% |
| Participant deferral / active EE | $3,225 | $4,802-32.8% | $4,395-26.6% | $6,400-49.6% |
| Admin fee / account holder | $455 | $5,983-92.4% | $5,329-91.5% | $11,426-96.0% |