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 9-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 | $49,499 | $75,828-34.7% | $147,614-66.5% | $59,632-17.0% |
| Participation rate | 19.4% | 71.6%-52.2pp | 84.6%-65.3pp | 68.7%-49.3pp |
| Annual return | -3.35% | 0.37%-3.7pp | 61.98%-65.3pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,442 | $3,130-53.9% | $4,895-70.5% | $3,192-54.8% |
| Admin fee / account holder | $538 | $5,985-91.0% | $11,611-95.4% | $4,297-87.5% |