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 | $35,546 | $92,222-61.5% | $76,768-53.7% | $135,375-73.7% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -13.00% | 5.46%-18.5pp | 2.43%-15.4pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,014 | $3,216-68.5% | $2,485-59.2% | $4,779-78.8% |
| Participant deferral / active EE | $3,640 | $4,509-19.3% | $3,852-5.5% | $5,609-35.1% |
| Admin fee / account holder | $486 | $10,748-95.5% | $6,675-92.7% | $10,827-95.5% |