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 | $35,717 | $90,600-60.6% | $79,464-55.1% | $135,375-73.6% |
| Participation rate | 30.8% | 76.0%-45.3pp | 73.3%-42.6pp | 82.6%-51.9pp |
| Annual return | -11.67% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,080 | $3,068-64.8% | $2,800-61.4% | $4,779-77.4% |
| Participant deferral / active EE | $4,153 | $4,050+2.5% | $3,704+12.1% | $5,609-26.0% |
| Admin fee / account holder | $2,436 | $5,907-58.8% | $5,113-52.4% | $10,827-77.5% |