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 10-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 | $36,766 | $91,911-60.0% | $68,793-46.6% | $135,375-72.8% |
| Participation rate | 41.7% | 76.7%-35.1pp | 72.2%-30.6pp | 82.6%-41.0pp |
| Annual return | -13.72% | -8.22%-5.5pp | -4.63%-9.1pp | 519.73%-533.4pp |
| Employer contribution / active EE | $637 | $3,924-83.8% | $2,625-75.7% | $4,779-86.7% |
| Participant deferral / active EE | $3,511 | $4,315-18.6% | $3,311+6.0% | $5,609-37.4% |
| Admin fee / account holder | $394 | $9,240-95.7% | $5,131-92.3% | $10,827-96.4% |