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 | $56,742 | $93,024-39.0% | $77,024-26.3% | $134,475-57.8% |
| Participation rate | 21.1% | 74.5%-53.4pp | 67.9%-46.9pp | 81.2%-60.2pp |
| Annual return | -21.92% | 62.60%-84.5pp | 42.32%-64.2pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,343 | $3,418-60.7% | $2,812-52.2% | $4,740-71.7% |
| Participant deferral / active EE | $5,667 | $5,238+8.2% | $4,426+28.0% | $6,400-11.4% |
| Admin fee / account holder | $910 | $6,944-86.9% | $5,425-83.2% | $11,426-92.0% |