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 | $23,721 | $90,600-73.8% | $79,464-70.1% | $135,375-82.5% |
| Participation rate | 53.8% | 76.0%-22.2pp | 73.3%-19.5pp | 82.6%-28.8pp |
| Annual return | -11.80% | 977.43%-989.2pp | 718.14%-729.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $946 | $3,068-69.2% | $2,800-66.2% | $4,779-80.2% |
| Participant deferral / active EE | $3,097 | $4,050-23.5% | $3,704-16.4% | $5,609-44.8% |
| Admin fee / account holder | $625 | $5,907-89.4% | $5,113-87.8% | $10,827-94.2% |