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 | $28,567 | $167,307-82.9% | $143,757-80.1% | $134,475-78.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -38.92% | 0.46%-39.4pp | -0.04%-38.9pp | 417.96%-456.9pp |
| Employer contribution / active EE | $1,463 | $5,619-74.0% | $4,951-70.5% | $4,740-69.1% |
| Participant deferral / active EE | $2,749 | $6,446-57.3% | $5,637-51.2% | $6,400-57.0% |
| Admin fee / account holder | $749 | $18,088-95.9% | $14,673-94.9% | $11,426-93.4% |