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 | $58,038 | $167,307-65.3% | $143,757-59.6% | $134,475-56.8% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -20.33% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,162 | $5,619-79.3% | $4,951-76.5% | $4,740-75.5% |
| Participant deferral / active EE | $3,601 | $6,446-44.1% | $5,637-36.1% | $6,400-43.7% |
| Admin fee / account holder | $7,859 | $18,088-56.6% | $14,673-46.4% | $11,426-31.2% |