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 4-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 | $27,011 | $167,484-83.9% | $151,611-82.2% | $134,475-79.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -26.01% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-444.0pp |
| Employer contribution / active EE | $3,366 | $6,829-50.7% | $6,166-45.4% | $4,740-29.0% |
| Participant deferral / active EE | $7,266 | $8,986-19.1% | $8,363-13.1% | $6,400+13.5% |
| Admin fee / account holder | $716 | $13,783-94.8% | $11,616-93.8% | $11,426-93.7% |