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 7-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 | $19,677 | $72,071-72.7% | $68,368-71.2% | $137,256-85.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | -12.23% | 353.14%-365.4pp | 292.57%-304.8pp | 220.34%-232.6pp |
| Employer contribution / active EE | $1,493 | $2,788-46.5% | $2,649-43.7% | $4,156-64.1% |
| Participant deferral / active EE | $1,493 | $4,410-66.2% | $4,123-63.8% | $6,407-76.7% |
| Admin fee / account holder | $3,333 | $5,336-37.5% | $5,150-35.3% | $12,270-72.8% |