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 | $25,599 | $97,757-73.8% | $83,848-69.5% | $135,375-81.1% |
| Participation rate | 41.7% | 80.0%-38.3pp | 76.1%-34.5pp | 82.6%-41.0pp |
| Annual return | -17.91% | 1287.37%-1305.3pp | 850.88%-868.8pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,209 | $4,222-71.4% | $3,631-66.7% | $4,779-74.7% |
| Participant deferral / active EE | $5,068 | $4,682+8.2% | $4,082+24.2% | $5,609-9.6% |
| Admin fee / account holder | $472 | $6,674-92.9% | $5,478-91.4% | $10,827-95.6% |