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 | $5,345 | $84,402-93.7% | $61,373-91.3% | $134,475-96.0% |
| Participation rate | 47.8% | 62.2%-14.4pp | 52.6%-4.7pp | 81.2%-33.4pp |
| Annual return | -56.11% | 584.55%-640.7pp | 338.61%-394.7pp | 417.96%-474.1pp |
| Employer contribution / active EE | $961 | $1,544-37.8% | $1,159-17.1% | $4,740-79.7% |
| Participant deferral / active EE | $3,804 | $2,819+34.9% | $2,125+79.0% | $6,400-40.6% |
| Admin fee / account holder | $1,230 | $2,585-52.4% | $2,130-42.2% | $11,426-89.2% |