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 | $28,985 | $82,664-64.9% | $125,339-76.9% | $68,494-57.7% |
| Participation rate | 67.5% | 75.0%-7.5pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -21.36% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,843 | $3,381-45.5% | $4,814-61.7% | $2,596-29.0% |
| Participant deferral / active EE | $4,254 | $6,110-30.4% | $7,446-42.9% | $4,027+5.6% |
| Admin fee / account holder | $1,062 | $6,275-83.1% | $10,010-89.4% | $5,403-80.3% |