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 | $23,478 | $167,307-86.0% | $143,757-83.7% | $134,475-82.5% |
| Participation rate | 31.3% | 84.8%-53.6pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -38.01% | 0.46%-38.5pp | -0.04%-38.0pp | 417.96%-456.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,052 | $6,446-52.6% | $5,637-45.9% | $6,400-52.3% |
| Admin fee / account holder | $4,358 | $18,088-75.9% | $14,673-70.3% | $11,426-61.9% |