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 6-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 | $33,399 | $81,625-59.1% | $58,482-42.9% | $139,434-76.0% |
| Participation rate | 4.8% | 61.3%-56.6pp | 50.9%-46.1pp | 80.3%-75.6pp |
| Annual return | -8.74% | 7404.20%-7412.9pp | 4239.32%-4248.1pp | 372.94%-381.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $236 | $2,557-90.8% | $1,924-87.7% | $6,710-96.5% |
| Admin fee / account holder | $7,612 | $3,265+133.1% | $2,516+202.5% | $11,403-33.2% |