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 | $15,482 | $97,757-84.2% | $83,848-81.5% | $135,375-88.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -13.71% | 1287.37%-1301.1pp | 850.88%-864.6pp | 519.73%-533.4pp |
| Employer contribution / active EE | $1,286 | $4,222-69.5% | $3,631-64.6% | $4,779-73.1% |
| Participant deferral / active EE | $1,948 | $4,682-58.4% | $4,082-52.3% | $5,609-65.3% |
| Admin fee / account holder | $2,639 | $6,674-60.5% | $5,478-51.8% | $10,827-75.6% |