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 | $19,571 | $57,354-65.9% | $83,848-76.7% | $64,186-69.5% |
| Participation rate | 65.4% | 68.6%-3.2pp | 76.1%-10.8pp | 69.6%-4.2pp |
| Annual return | -18.81% | 11.38%-30.2pp | 850.88%-869.7pp | 7.63%-26.4pp |
| Employer contribution / active EE | $2,187 | $2,545-14.1% | $3,631-39.8% | $2,381-8.1% |
| Participant deferral / active EE | $5,523 | $2,993+84.5% | $4,082+35.3% | $3,470+59.2% |
| Admin fee / account holder | $405 | $4,046-90.0% | $5,478-92.6% | $4,888-91.7% |