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 | $29,092 | $88,751-67.2% | $81,812-64.4% | $145,922-80.1% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.3%-25.0pp | 80.3%-32.9pp |
| Annual return | -15.02% | 1025.40%-1040.4pp | 773.79%-788.8pp | 561.29%-576.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,229 | $4,643-30.5% | $4,319-25.2% | $6,688-51.7% |
| Admin fee / account holder | $46,996 | $8,415+458.5% | $7,386+536.3% | $13,397+250.8% |