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 | $21,173 | $90,600-76.6% | $79,464-73.4% | $135,375-84.4% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -11.10% | 977.43%-988.5pp | 718.14%-729.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,244 | $3,068-59.4% | $2,800-55.6% | $4,779-74.0% |
| Participant deferral / active EE | $3,181 | $4,050-21.5% | $3,704-14.1% | $5,609-43.3% |
| Admin fee / account holder | $800 | $5,907-86.5% | $5,113-84.3% | $10,827-92.6% |