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 | $19,242 | $97,044-80.2% | $83,333-76.9% | $135,375-85.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -25.86% | 12.31%-38.2pp | 10.63%-36.5pp | 519.73%-545.6pp |
| Employer contribution / active EE | $1,015 | $4,143-75.5% | $3,379-70.0% | $4,779-78.8% |
| Participant deferral / active EE | $6,295 | $5,964+5.5% | $5,565+13.1% | $5,609+12.2% |
| Admin fee / account holder | $1,349 | $8,380-83.9% | $7,510-82.0% | $10,827-87.5% |