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 | $38,437 | $232,540-83.5% | $185,117-79.2% | $147,584-74.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | -69.62% | 43.03%-112.7pp | 40.50%-110.1pp | 578.55%-648.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,596 | $5,834-4.1% | $5,045+10.9% | $5,439+2.9% |
| Admin fee / account holder | $3,575 | $10,275-65.2% | $8,159-56.2% | $10,885-67.2% |