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 | $18,773 | $180,749-89.6% | $160,784-88.3% | $137,256-86.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | -11.39% | 2234.46%-2245.9pp | 1803.92%-1815.3pp | 220.34%-231.7pp |
| Employer contribution / active EE | $1,200 | $4,155-71.1% | $3,733-67.8% | $4,156-71.1% |
| Participant deferral / active EE | $1,580 | $6,844-76.9% | $6,293-74.9% | $6,407-75.3% |
| Admin fee / account holder | $29,555 | $10,397+184.3% | $9,717+204.2% | $12,270+140.9% |