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 4-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 | $7,771 | $84,402-90.8% | $61,373-87.3% | $134,475-94.2% |
| Participation rate | 38.1% | 62.2%-24.1pp | 52.6%-14.5pp | 81.2%-43.1pp |
| Annual return | -33.11% | 584.55%-617.7pp | 338.61%-371.7pp | 417.96%-451.1pp |
| Employer contribution / active EE | $1,479 | $1,544-4.2% | $1,159+27.6% | $4,740-68.8% |
| Participant deferral / active EE | $2,009 | $2,819-28.7% | $2,125-5.5% | $6,400-68.6% |
| Admin fee / account holder | $969 | $2,585-62.5% | $2,130-54.5% | $11,426-91.5% |