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 | $14,798 | $97,757-84.9% | $83,848-82.4% | $135,375-89.1% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -10.34% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,120 | $4,222-49.8% | $3,631-41.6% | $4,779-55.6% |
| Participant deferral / active EE | $5,032 | $4,682+7.5% | $4,082+23.3% | $5,609-10.3% |
| Admin fee / account holder | $749 | $6,674-88.8% | $5,478-86.3% | $10,827-93.1% |