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 6-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 | $2,992 | $29,660-89.9% | $56,411-94.7% | $80,856-96.3% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | -16.54% | 35.23%-51.8pp | 1701.33%-1717.9pp | 35.59%-52.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $263 | $1,226-78.5% | $1,952-86.5% | $4,296-93.9% |
| Admin fee / account holder | $453 | $2,428-81.3% | $2,829-84.0% | $6,918-93.4% |