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 | $59,845 | $76,738-22.0% | $56,411+6.1% | $145,922-59.0% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -18.26% | 2994.23%-3012.5pp | 1701.33%-1719.6pp | 561.29%-579.5pp |
| Employer contribution / active EE | $930 | $1,380-32.6% | $1,039-10.5% | $4,660-80.0% |
| Participant deferral / active EE | $1,163 | $2,623-55.7% | $1,952-40.4% | $6,688-82.6% |
| Admin fee / account holder | $1,753 | $3,334-47.4% | $2,829-38.0% | $13,397-86.9% |