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 | $22,156 | $57,354-61.4% | $83,848-73.6% | $64,186-65.5% |
| Participation rate | 32.3% | 68.6%-36.3pp | 76.1%-43.8pp | 69.6%-37.3pp |
| Annual return | -12.46% | 11.38%-23.8pp | 850.88%-863.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,013 | $2,545-60.2% | $3,631-72.1% | $2,381-57.5% |
| Participant deferral / active EE | $1,941 | $2,993-35.2% | $4,082-52.5% | $3,470-44.1% |
| Admin fee / account holder | $949 | $4,046-76.6% | $5,478-82.7% | $4,888-80.6% |