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 6-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 | $75,336 | $84,402-10.7% | $61,373+22.8% | $134,475-44.0% |
| Participation rate | 4.2% | 62.2%-58.0pp | 52.6%-48.4pp | 81.2%-77.1pp |
| Annual return | -22.40% | 584.55%-606.9pp | 338.61%-361.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,192 | $2,819-57.7% | $2,125-43.9% | $6,400-81.4% |
| Admin fee / account holder | $770 | $2,585-70.2% | $2,130-63.8% | $11,426-93.3% |