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 4-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 | $116,604 | $100,754+15.7% | $86,677+34.5% | $134,475-13.3% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -25.54% | 29.04%-54.6pp | 35.91%-61.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,363 | $5,338-18.3% | $4,656-6.3% | $6,400-31.8% |
| Admin fee / account holder | $3,380 | $10,926-69.1% | $7,493-54.9% | $11,426-70.4% |