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 | $7,885 | $88,751-91.1% | $81,812-90.4% | $145,922-94.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | -0.65% | 1025.40%-1026.0pp | 773.79%-774.4pp | 561.29%-561.9pp |
| Employer contribution / active EE | $1,822 | $3,083-40.9% | $2,912-37.4% | $4,660-60.9% |
| Participant deferral / active EE | $5,750 | $4,643+23.8% | $4,319+33.1% | $6,688-14.0% |
| Admin fee / account holder | $33,820 | $8,415+301.9% | $7,386+357.9% | $13,397+152.4% |