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 | $25,071 | $82,664-69.7% | $125,339-80.0% | $68,494-63.4% |
| Participation rate | 45.8% | 75.0%-29.2pp | 82.4%-36.5pp | 67.9%-22.1pp |
| Annual return | -20.16% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,529 | $3,381-54.8% | $4,814-68.2% | $2,596-41.1% |
| Participant deferral / active EE | $2,944 | $6,110-51.8% | $7,446-60.5% | $4,027-26.9% |
| Admin fee / account holder | $1,463 | $6,275-76.7% | $10,010-85.4% | $5,403-72.9% |