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 | $10,338 | $104,106-90.1% | $71,086-85.5% | $135,375-92.4% |
| Participation rate | 55.6% | 65.7%-10.1pp | 54.7%+0.9pp | 82.6%-27.1pp |
| Annual return | -17.19% | 1256.30%-1273.5pp | 650.59%-667.8pp | 519.73%-536.9pp |
| Employer contribution / active EE | $1,045 | $1,485-29.7% | $1,088-4.0% | $4,779-78.1% |
| Participant deferral / active EE | $4,243 | $2,527+67.9% | $1,874+126.4% | $5,609-24.4% |
| Admin fee / account holder | $425 | $4,142-89.7% | $3,082-86.2% | $10,827-96.1% |