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 | $13,620 | $109,982-87.6% | $97,226-86.0% | $145,922-90.7% |
| Participation rate | 56.5% | 75.9%-19.4pp | 72.7%-16.2pp | 80.3%-23.8pp |
| Annual return | -50.95% | 242.90%-293.9pp | 75.13%-126.1pp | 561.29%-612.2pp |
| Employer contribution / active EE | $698 | $3,084-77.4% | $2,729-74.4% | $4,660-85.0% |
| Participant deferral / active EE | $2,294 | $4,676-50.9% | $4,264-46.2% | $6,688-65.7% |
| Admin fee / account holder | $1,199 | $6,221-80.7% | $5,654-78.8% | $13,397-91.1% |