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 | $54,623 | $138,044-60.4% | $125,339-56.4% | $134,475-59.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.20% | 750.33%-773.5pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,083 | $5,243-60.3% | $4,814-56.7% | $4,740-56.1% |
| Participant deferral / active EE | $5,600 | $7,799-28.2% | $7,446-24.8% | $6,400-12.5% |
| Admin fee / account holder | $881 | $11,571-92.4% | $10,010-91.2% | $11,426-92.3% |