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 | $16,943 | $133,958-87.4% | $112,228-84.9% | $134,475-87.4% |
| Participation rate | 26.3% | 78.6%-52.2pp | 75.1%-48.7pp | 81.2%-54.9pp |
| Annual return | -20.60% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,238 | $4,038-69.3% | $3,635-65.9% | $4,740-73.9% |
| Participant deferral / active EE | $1,618 | $5,291-69.4% | $4,728-65.8% | $6,400-74.7% |
| Admin fee / account holder | $773 | $7,489-89.7% | $6,410-87.9% | $11,426-93.2% |