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 | $40,673 | $93,024-56.3% | $77,024-47.2% | $134,475-69.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -28.15% | 62.60%-90.7pp | 42.32%-70.5pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,516 | $3,418-55.6% | $2,812-46.1% | $4,740-68.0% |
| Participant deferral / active EE | $5,261 | $5,238+0.4% | $4,426+18.9% | $6,400-17.8% |
| Admin fee / account holder | $498 | $6,944-92.8% | $5,425-90.8% | $11,426-95.6% |