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 4-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 | $32,370 | $78,694-58.9% | $67,652-52.2% | $125,391-74.2% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -4.76% | 9.46%-14.2pp | 6625.04%-6629.8pp | 282.22%-287.0pp |
| Employer contribution / active EE | $855 | $3,044-71.9% | $2,266-62.3% | $4,866-82.4% |
| Participant deferral / active EE | $5,022 | $4,292+17.0% | $3,560+41.1% | $5,352-6.2% |
| Admin fee / account holder | $342 | $7,403-95.4% | $4,821-92.9% | $9,540-96.4% |