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 | $38,032 | $97,757-61.1% | $83,848-54.6% | $135,375-71.9% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -11.11% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,145 | $4,222-72.9% | $3,631-68.5% | $4,779-76.0% |
| Participant deferral / active EE | $3,150 | $4,682-32.7% | $4,082-22.8% | $5,609-43.8% |
| Admin fee / account holder | $1,430 | $6,674-78.6% | $5,478-73.9% | $10,827-86.8% |