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 | $35,415 | $76,738-53.8% | $56,411-37.2% | $145,922-75.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -44.01% | 2994.23%-3038.2pp | 1701.33%-1745.3pp | 561.29%-605.3pp |
| Employer contribution / active EE | $784 | $1,380-43.2% | $1,039-24.5% | $4,660-83.2% |
| Participant deferral / active EE | $1,778 | $2,623-32.2% | $1,952-8.9% | $6,688-73.4% |
| Admin fee / account holder | $330 | $3,334-90.1% | $2,829-88.3% | $13,397-97.5% |