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 6-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 | $40,974 | $99,640-58.9% | $86,436-52.6% | $134,475-69.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.94% | 6782.58%-6805.5pp | 4394.89%-4417.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $667 | $4,400-84.8% | $3,769-82.3% | $4,740-85.9% |
| Participant deferral / active EE | $10,625 | $7,246+46.6% | $6,952+52.8% | $6,400+66.0% |
| Admin fee / account holder | $760 | $8,371-90.9% | $6,731-88.7% | $11,426-93.3% |