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 | $41,822 | $84,402-50.4% | $61,373-31.9% | $134,475-68.9% |
| Participation rate | 15.4% | 62.2%-46.8pp | 52.6%-37.2pp | 81.2%-65.8pp |
| Annual return | -27.83% | 584.55%-612.4pp | 338.61%-366.4pp | 417.96%-445.8pp |
| Employer contribution / active EE | $597 | $1,544-61.3% | $1,159-48.5% | $4,740-87.4% |
| Participant deferral / active EE | $785 | $2,819-72.2% | $2,125-63.1% | $6,400-87.7% |
| Admin fee / account holder | $951 | $2,585-63.2% | $2,130-55.3% | $11,426-91.7% |