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 6-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 | $23,431 | $156,846-85.1% | $121,098-80.7% | $139,434-83.2% |
| Participation rate | 42.9% | 76.4%-33.6pp | 69.5%-26.6pp | 80.3%-37.5pp |
| Annual return | -8.88% | 1474.56%-1483.4pp | 985.75%-994.6pp | 372.94%-381.8pp |
| Employer contribution / active EE | $450 | $5,536-91.9% | $4,164-89.2% | $4,751-90.5% |
| Participant deferral / active EE | $810 | $4,844-83.3% | $4,080-80.1% | $6,710-87.9% |
| Admin fee / account holder | $320 | $6,946-95.4% | $5,644-94.3% | $11,403-97.2% |