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 | $23,051 | $82,664-72.1% | $125,339-81.6% | $68,494-66.3% |
| Participation rate | 59.4% | 75.0%-15.7pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -20.37% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,850 | $3,381-45.3% | $4,814-61.6% | $2,596-28.7% |
| Participant deferral / active EE | $3,619 | $6,110-40.8% | $7,446-51.4% | $4,027-10.1% |
| Admin fee / account holder | $1,639 | $6,275-73.9% | $10,010-83.6% | $5,403-69.7% |