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 5-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 | $24,601 | $190,805-87.1% | $159,960-84.6% | $134,475-81.7% |
| Participation rate | 63.2% | 81.9%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | -30.95% | 552.23%-583.2pp | 408.60%-439.6pp | 417.96%-448.9pp |
| Employer contribution / active EE | $760 | $4,995-84.8% | $4,226-82.0% | $4,740-84.0% |
| Participant deferral / active EE | $8,202 | $6,923+18.5% | $6,182+32.7% | $6,400+28.2% |
| Admin fee / account holder | $1,889 | $10,471-82.0% | $8,698-78.3% | $11,426-83.5% |