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 | $27,331 | $104,907-73.9% | $84,611-67.7% | $152,861-82.1% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | -60.24% | 373.79%-434.0pp | 258.74%-319.0pp | 345.32%-405.6pp |
| Employer contribution / active EE | $2,733 | $3,302-17.2% | $2,652+3.0% | $4,762-42.6% |
| Participant deferral / active EE | $6,351 | $4,688+35.5% | $3,899+62.9% | $5,850+8.6% |
| Admin fee / account holder | $553 | $6,241-91.1% | $4,912-88.7% | $11,596-95.2% |