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 | $25,583 | $167,307-84.7% | $143,757-82.2% | $134,475-81.0% |
| Participation rate | 43.8% | 84.8%-41.1pp | 80.3%-36.6pp | 81.2%-37.5pp |
| Annual return | -29.73% | 0.46%-30.2pp | -0.04%-29.7pp | 417.96%-447.7pp |
| Employer contribution / active EE | $1,254 | $5,619-77.7% | $4,951-74.7% | $4,740-73.5% |
| Participant deferral / active EE | $6,785 | $6,446+5.3% | $5,637+20.4% | $6,400+6.0% |
| Admin fee / account holder | $302 | $18,088-98.3% | $14,673-97.9% | $11,426-97.4% |