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 | $26,618 | $97,757-72.8% | $83,848-68.3% | $135,375-80.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -15.63% | 1287.37%-1303.0pp | 850.88%-866.5pp | 519.73%-535.4pp |
| Employer contribution / active EE | $1,228 | $4,222-70.9% | $3,631-66.2% | $4,779-74.3% |
| Participant deferral / active EE | $6,736 | $4,682+43.9% | $4,082+65.0% | $5,609+20.1% |
| Admin fee / account holder | $441 | $6,674-93.4% | $5,478-92.0% | $10,827-95.9% |