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 | $22,065 | $108,642-79.7% | $74,701-70.5% | $152,861-85.6% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | -23.68% | 114.06%-137.7pp | 752.92%-776.6pp | 345.32%-369.0pp |
| Employer contribution / active EE | $173 | $1,503-88.5% | $1,084-84.1% | $4,762-96.4% |
| Participant deferral / active EE | $226 | $2,712-91.7% | $1,964-88.5% | $5,850-96.1% |
| Admin fee / account holder | $311 | $4,902-93.6% | $3,333-90.7% | $11,596-97.3% |