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 | $32,583 | $92,703-64.9% | $82,719-60.6% | $134,475-75.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -37.74% | 944.92%-982.7pp | 701.18%-738.9pp | 417.96%-455.7pp |
| Employer contribution / active EE | $5,896 | $3,274+80.1% | $3,009+95.9% | $4,740+24.4% |
| Participant deferral / active EE | $10,250 | $4,802+113.5% | $4,395+133.2% | $6,400+60.2% |
| Admin fee / account holder | $8,496 | $5,983+42.0% | $5,329+59.4% | $11,426-25.6% |