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 | $48,525 | $152,509-68.2% | $117,472-58.7% | $134,475-63.9% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -26.31% | 52.99%-79.3pp | 29.74%-56.0pp | 417.96%-444.3pp |
| Employer contribution / active EE | $625 | $5,571-88.8% | $4,176-85.0% | $4,740-86.8% |
| Participant deferral / active EE | $4,740 | $4,818-1.6% | $4,070+16.4% | $6,400-25.9% |
| Admin fee / account holder | $4,343 | $7,004-38.0% | $5,645-23.1% | $11,426-62.0% |