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 4-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 | $5,889 | $76,785-92.3% | $56,441-89.6% | $145,959-96.0% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | -29.79% | 3000.51%-3030.3pp | 1704.21%-1734.0pp | 561.95%-591.7pp |
| Employer contribution / active EE | $287 | $1,381-79.2% | $1,039-72.4% | $4,661-93.8% |
| Participant deferral / active EE | $1,207 | $2,624-54.0% | $1,953-38.2% | $6,689-82.0% |
| Admin fee / account holder | $1,294 | $3,334-61.2% | $2,829-54.3% | $13,398-90.3% |