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 | $30,532 | $92,703-67.1% | $82,719-63.1% | $134,475-77.3% |
| Participation rate | 47.8% | 75.2%-27.4pp | 72.6%-24.7pp | 81.2%-33.4pp |
| Annual return | -22.16% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $516 | $3,274-84.2% | $3,009-82.8% | $4,740-89.1% |
| Participant deferral / active EE | $2,383 | $4,802-50.4% | $4,395-45.8% | $6,400-62.8% |
| Admin fee / account holder | $3,321 | $5,983-44.5% | $5,329-37.7% | $11,426-70.9% |