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 | $79,805 | $100,754-20.8% | $86,677-7.9% | $134,475-40.7% |
| Participation rate | 22.2% | 78.9%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -20.96% | 29.04%-50.0pp | 35.91%-56.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,528 | $5,338-33.9% | $4,656-24.2% | $6,400-44.9% |
| Admin fee / account holder | $3,350 | $10,926-69.3% | $7,493-55.3% | $11,426-70.7% |