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 | $9,560 | $118,427-91.9% | $66,042-85.5% | $142,382-93.3% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | -43.52% | 35.57%-79.1pp | 52.11%-95.6pp | 217.08%-260.6pp |
| Employer contribution / active EE | $644 | $2,570-75.0% | $1,579-59.2% | $4,299-85.0% |
| Participant deferral / active EE | $3,230 | $4,311-25.1% | $2,835+13.9% | $6,507-50.4% |
| Admin fee / account holder | $7,397 | $9,593-22.9% | $5,747+28.7% | $12,624-41.4% |