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 | $67,151 | $49,173+36.6% | $121,098-44.5% | $75,163-10.7% |
| Participation rate | 30.8% | 55.4%-24.6pp | 69.5%-38.7pp | 67.2%-36.4pp |
| Annual return | -1.82% | 55.99%-57.8pp | 985.75%-987.6pp | 160.62%-162.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,198 | $2,628-54.4% | $4,080-70.6% | $4,125-70.9% |
| Admin fee / account holder | $9,197 | $3,942+133.3% | $5,644+62.9% | $5,651+62.8% |