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 | $34,351 | $97,757-64.9% | $83,848-59.0% | $135,375-74.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -11.13% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,701 | $4,222-59.7% | $3,631-53.2% | $4,779-64.4% |
| Participant deferral / active EE | $5,913 | $4,682+26.3% | $4,082+44.9% | $5,609+5.4% |
| Admin fee / account holder | $560 | $6,674-91.6% | $5,478-89.8% | $10,827-94.8% |