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 | $29,429 | $92,703-68.3% | $82,719-64.4% | $134,475-78.1% |
| Participation rate | 38.1% | 75.2%-37.1pp | 72.6%-34.5pp | 81.2%-43.1pp |
| Annual return | -20.98% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,484 | $3,274-54.7% | $3,009-50.7% | $4,740-68.7% |
| Participant deferral / active EE | $2,103 | $4,802-56.2% | $4,395-52.2% | $6,400-67.1% |
| Admin fee / account holder | $438 | $5,983-92.7% | $5,329-91.8% | $11,426-96.2% |