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 6-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 | $33,536 | $138,044-75.7% | $125,339-73.2% | $134,475-75.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -30.10% | 750.33%-780.4pp | 572.05%-602.2pp | 417.96%-448.1pp |
| Employer contribution / active EE | $2,083 | $5,243-60.3% | $4,814-56.7% | $4,740-56.1% |
| Participant deferral / active EE | $12,850 | $7,799+64.8% | $7,446+72.6% | $6,400+100.8% |
| Admin fee / account holder | $1,174 | $11,571-89.9% | $10,010-88.3% | $11,426-89.7% |