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 | $76,953 | $87,540-12.1% | $75,781+1.5% | $125,391-38.6% |
| Participation rate | 20.0% | 80.2%-60.2pp | 75.8%-55.8pp | 83.2%-63.2pp |
| Annual return | -19.83% | 13.48%-33.3pp | 9.68%-29.5pp | 282.22%-302.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,479 | $4,229-17.7% | $3,651-4.7% | $5,352-35.0% |
| Admin fee / account holder | $15,586 | $6,502+139.7% | $5,299+194.1% | $9,540+63.4% |