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 | $60,827 | $95,862-36.5% | $79,550-23.5% | $134,475-54.8% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -24.46% | -2.69%-21.8pp | 0.16%-24.6pp | 417.96%-442.4pp |
| Employer contribution / active EE | $2,771 | $3,128-11.4% | $2,413+14.8% | $4,740-41.5% |
| Participant deferral / active EE | $2,771 | $4,693-41.0% | $3,985-30.5% | $6,400-56.7% |
| Admin fee / account holder | $495 | $9,126-94.6% | $6,832-92.8% | $11,426-95.7% |