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 | $23,811 | $84,402-71.8% | $61,373-61.2% | $134,475-82.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -24.65% | 584.55%-609.2pp | 338.61%-363.3pp | 417.96%-442.6pp |
| Employer contribution / active EE | $821 | $1,544-46.9% | $1,159-29.2% | $4,740-82.7% |
| Participant deferral / active EE | $4,231 | $2,819+50.1% | $2,125+99.1% | $6,400-33.9% |
| Admin fee / account holder | $13,421 | $2,585+419.1% | $2,130+530.2% | $11,426+17.5% |