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 9-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 | $10,354 | $84,402-87.7% | $61,373-83.1% | $134,475-92.3% |
| Participation rate | 52.2% | 62.2%-10.0pp | 52.6%-0.4pp | 81.2%-29.0pp |
| Annual return | -35.26% | 584.55%-619.8pp | 338.61%-373.9pp | 417.96%-453.2pp |
| Employer contribution / active EE | $1,021 | $1,544-33.9% | $1,159-11.9% | $4,740-78.5% |
| Participant deferral / active EE | $1,933 | $2,819-31.4% | $2,125-9.0% | $6,400-69.8% |
| Admin fee / account holder | $613 | $2,585-76.3% | $2,130-71.2% | $11,426-94.6% |