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 6-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 | $24,891 | $99,640-75.0% | $86,436-71.2% | $134,475-81.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -25.57% | 6782.58%-6808.1pp | 4394.89%-4420.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,186 | $4,400-50.3% | $3,769-42.0% | $4,740-53.9% |
| Participant deferral / active EE | $6,671 | $7,246-7.9% | $6,952-4.0% | $6,400+4.2% |
| Admin fee / account holder | $377 | $8,371-95.5% | $6,731-94.4% | $11,426-96.7% |