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 10-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 | $9,667 | $104,106-90.7% | $71,086-86.4% | $135,375-92.9% |
| Participation rate | 18.2% | 65.7%-47.5pp | 54.7%-36.5pp | 82.6%-64.5pp |
| Annual return | -15.18% | 1256.30%-1271.5pp | 650.59%-665.8pp | 519.73%-534.9pp |
| Employer contribution / active EE | $164 | $1,485-89.0% | $1,088-84.9% | $4,779-96.6% |
| Participant deferral / active EE | $258 | $2,527-89.8% | $1,874-86.2% | $5,609-95.4% |
| Admin fee / account holder | $492 | $4,142-88.1% | $3,082-84.1% | $10,827-95.5% |