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 | $26,980 | $92,703-70.9% | $82,719-67.4% | $134,475-79.9% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -23.14% | 944.92%-968.1pp | 701.18%-724.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,411 | $4,802-49.8% | $4,395-45.1% | $6,400-62.3% |
| Admin fee / account holder | $794 | $5,983-86.7% | $5,329-85.1% | $11,426-93.1% |