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 4-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 | $18,000 | $95,266-81.1% | $82,389-78.2% | $142,382-87.4% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | -78.38% | 25.74%-104.1pp | 28.67%-107.1pp | 217.08%-295.5pp |
| Employer contribution / active EE | $3,376 | $2,991+12.9% | $2,517+34.1% | $4,299-21.5% |
| Participant deferral / active EE | $6,465 | $4,809+34.4% | $4,155+55.6% | $6,507-0.6% |
| Admin fee / account holder | $3,203 | $8,563-62.6% | $7,231-55.7% | $12,624-74.6% |