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 | $96,226 | $92,703+3.8% | $82,719+16.3% | $134,475-28.4% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -23.10% | 944.92%-968.0pp | 701.18%-724.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $332 | $3,274-89.9% | $3,009-89.0% | $4,740-93.0% |
| Participant deferral / active EE | $3,837 | $4,802-20.1% | $4,395-12.7% | $6,400-40.0% |
| Admin fee / account holder | $839 | $5,983-86.0% | $5,329-84.3% | $11,426-92.7% |