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 4-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 | $35,131 | $92,703-62.1% | $82,719-57.5% | $134,475-73.9% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -25.46% | 944.92%-970.4pp | 701.18%-726.6pp | 417.96%-443.4pp |
| Employer contribution / active EE | $623 | $3,274-81.0% | $3,009-79.3% | $4,740-86.9% |
| Participant deferral / active EE | $3,004 | $4,802-37.4% | $4,395-31.6% | $6,400-53.1% |
| Admin fee / account holder | $1,104 | $5,983-81.5% | $5,329-79.3% | $11,426-90.3% |