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 | $30,964 | $167,307-81.5% | $143,757-78.5% | $134,475-77.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -57.27% | 0.46%-57.7pp | -0.04%-57.2pp | 417.96%-475.2pp |
| Employer contribution / active EE | $1,872 | $5,619-66.7% | $4,951-62.2% | $4,740-60.5% |
| Participant deferral / active EE | $5,117 | $6,446-20.6% | $5,637-9.2% | $6,400-20.0% |
| Admin fee / account holder | $1,398 | $18,088-92.3% | $14,673-90.5% | $11,426-87.8% |