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 9-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 | $41,692 | $100,754-58.6% | $86,677-51.9% | $134,475-69.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -20.43% | 29.04%-49.5pp | 35.91%-56.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,145 | $3,489-67.2% | $2,836-59.6% | $4,740-75.9% |
| Participant deferral / active EE | $4,093 | $5,338-23.3% | $4,656-12.1% | $6,400-36.0% |
| Admin fee / account holder | $993 | $10,926-90.9% | $7,493-86.7% | $11,426-91.3% |