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 | $21,289 | $77,813-72.6% | $123,544-82.8% | $64,186-66.8% |
| Participation rate | 5.6% | 74.7%-69.2pp | 82.3%-76.7pp | 69.6%-64.0pp |
| Annual return | -39.30% | 12.48%-51.8pp | 119.20%-158.5pp | 7.63%-46.9pp |
| Employer contribution / active EE | $1,940 | $3,014-35.6% | $4,628-58.1% | $2,381-18.5% |
| Participant deferral / active EE | $2,871 | $5,240-45.2% | $6,426-55.3% | $3,470-17.3% |
| Admin fee / account holder | $9,587 | $5,519+73.7% | $9,284+3.3% | $4,888+96.1% |