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 5-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 | $1,792 | $84,402-97.9% | $61,373-97.1% | $134,475-98.7% |
| Participation rate | 36.4% | 62.2%-25.8pp | 52.6%-16.2pp | 81.2%-44.9pp |
| Annual return | -29.11% | 584.55%-613.7pp | 338.61%-367.7pp | 417.96%-447.1pp |
| Employer contribution / active EE | $293 | $1,544-81.0% | $1,159-74.7% | $4,740-93.8% |
| Participant deferral / active EE | $338 | $2,819-88.0% | $2,125-84.1% | $6,400-94.7% |
| Admin fee / account holder | $336 | $2,585-87.0% | $2,130-84.2% | $11,426-97.1% |