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 8-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 | $19,798 | $82,664-76.1% | $125,339-84.2% | $68,494-71.1% |
| Participation rate | 43.8% | 75.0%-31.3pp | 82.4%-38.6pp | 67.9%-24.1pp |
| Annual return | -20.90% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,602 | $3,381-52.6% | $4,814-66.7% | $2,596-38.3% |
| Participant deferral / active EE | $2,773 | $6,110-54.6% | $7,446-62.8% | $4,027-31.1% |
| Admin fee / account holder | $2,576 | $6,275-59.0% | $10,010-74.3% | $5,403-52.3% |