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 9-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 | $55,943 | $95,971-41.7% | $74,550-25.0% | $135,375-58.7% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | -15.40% | 56.96%-72.4pp | 32.53%-47.9pp | 519.73%-535.1pp |
| Employer contribution / active EE | $327 | $2,716-88.0% | $1,961-83.3% | $4,779-93.2% |
| Participant deferral / active EE | $2,572 | $3,843-33.1% | $3,108-17.3% | $5,609-54.1% |
| Admin fee / account holder | $308 | $6,522-95.3% | $5,060-93.9% | $10,827-97.2% |