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 9-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 | $36,783 | $158,817-76.8% | $121,196-69.7% | $135,375-72.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -10.34% | -0.64%-9.7pp | 16.93%-27.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,659 | $5,665-53.1% | $4,022-33.9% | $4,779-44.4% |
| Participant deferral / active EE | $2,809 | $4,005-29.9% | $3,344-16.0% | $5,609-49.9% |
| Admin fee / account holder | $672 | $6,512-89.7% | $5,019-86.6% | $10,827-93.8% |