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 | $45,687 | $99,640-54.1% | $86,436-47.1% | $134,475-66.0% |
| Participation rate | 52.6% | 82.0%-29.4pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -21.86% | 6782.58%-6804.4pp | 4394.89%-4416.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,705 | $7,246+6.3% | $6,952+10.8% | $6,400+20.4% |
| Admin fee / account holder | $1,917 | $8,371-77.1% | $6,731-71.5% | $11,426-83.2% |