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 5-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 | $30,116 | $88,594-66.0% | $70,092-57.0% | $134,475-77.6% |
| Participation rate | 15.8% | 74.9%-59.1pp | 70.5%-54.7pp | 81.2%-65.4pp |
| Annual return | -21.08% | 442.67%-463.7pp | 190.73%-211.8pp | 417.96%-439.0pp |
| Employer contribution / active EE | $479 | $3,233-85.2% | $2,559-81.3% | $4,740-89.9% |
| Participant deferral / active EE | $992 | $4,772-79.2% | $3,849-74.2% | $6,400-84.5% |
| Admin fee / account holder | $489 | $10,441-95.3% | $6,267-92.2% | $11,426-95.7% |