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 | $78,634 | $129,942-39.5% | $104,294-24.6% | $134,475-41.5% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -23.53% | 42.03%-65.6pp | 24.61%-48.1pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,286 | $4,184-69.3% | $3,372-61.8% | $4,740-72.9% |
| Participant deferral / active EE | $3,113 | $5,588-44.3% | $4,625-32.7% | $6,400-51.4% |
| Admin fee / account holder | $877 | $9,323-90.6% | $7,339-88.1% | $11,426-92.3% |