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 | $19,014 | $90,600-79.0% | $79,464-76.1% | $135,375-86.0% |
| Participation rate | 29.2% | 76.0%-46.9pp | 73.3%-44.2pp | 82.6%-53.5pp |
| Annual return | -13.01% | 977.43%-990.4pp | 718.14%-731.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $797 | $3,068-74.0% | $2,800-71.5% | $4,779-83.3% |
| Participant deferral / active EE | $2,309 | $4,050-43.0% | $3,704-37.6% | $5,609-58.8% |
| Admin fee / account holder | $1,292 | $5,907-78.1% | $5,113-74.7% | $10,827-88.1% |