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 | $28,336 | $84,402-66.4% | $61,373-53.8% | $134,475-78.9% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -21.89% | 584.55%-606.4pp | 338.61%-360.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $359 | $1,544-76.7% | $1,159-69.0% | $4,740-92.4% |
| Participant deferral / active EE | $970 | $2,819-65.6% | $2,125-54.4% | $6,400-84.8% |
| Admin fee / account holder | $616 | $2,585-76.2% | $2,130-71.1% | $11,426-94.6% |