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 | $35,309 | $135,635-74.0% | $110,238-68.0% | $135,375-73.9% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -8.89% | 513.19%-522.1pp | 314.74%-323.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $5,782 | $4,906+17.9% | $3,826+51.1% | $4,779+21.0% |
| Participant deferral / active EE | $4,473 | $5,506-18.8% | $4,672-4.3% | $5,609-20.2% |
| Admin fee / account holder | $1,403 | $11,457-87.8% | $8,547-83.6% | $10,827-87.0% |