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 5-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 | $32,143 | $97,757-67.1% | $83,848-61.7% | $135,375-76.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -11.50% | 1287.37%-1298.9pp | 850.88%-862.4pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,354 | $4,222-44.3% | $3,631-35.2% | $4,779-50.8% |
| Participant deferral / active EE | $5,729 | $4,682+22.4% | $4,082+40.4% | $5,609+2.1% |
| Admin fee / account holder | $386 | $6,674-94.2% | $5,478-93.0% | $10,827-96.4% |