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 8-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 | $61,652 | $67,331-8.4% | $60,874+1.3% | $134,475-54.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -40.10% | 49.93%-90.0pp | 16.90%-57.0pp | 417.96%-458.1pp |
| Employer contribution / active EE | $462 | $3,096-85.1% | $2,701-82.9% | $4,740-90.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,064 | $4,582+10.5% | $3,224+57.1% | $11,426-55.7% |