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 4-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 | $50,644 | $84,402-40.0% | $61,373-17.5% | $134,475-62.3% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -21.82% | 584.55%-606.4pp | 338.61%-360.4pp | 417.96%-439.8pp |
| Employer contribution / active EE | $702 | $1,544-54.5% | $1,159-39.4% | $4,740-85.2% |
| Participant deferral / active EE | $3,409 | $2,819+20.9% | $2,125+60.5% | $6,400-46.7% |
| Admin fee / account holder | $1,091 | $2,585-57.8% | $2,130-48.8% | $11,426-90.4% |