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 6-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 | $9,797 | $108,642-91.0% | $74,701-86.9% | $152,861-93.6% |
| Participation rate | 14.3% | 65.3%-51.1pp | 54.5%-40.2pp | 82.4%-68.2pp |
| Annual return | -79.96% | 114.06%-194.0pp | 752.92%-832.9pp | 345.32%-425.3pp |
| Employer contribution / active EE | $37 | $1,503-97.5% | $1,084-96.6% | $4,762-99.2% |
| Participant deferral / active EE | $1,114 | $2,712-58.9% | $1,964-43.3% | $5,850-81.0% |
| Admin fee / account holder | $12,297 | $4,902+150.8% | $3,333+268.9% | $11,596+6.0% |