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 | $63,740 | $99,032-35.6% | $80,019-20.3% | $135,375-52.9% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -9.09% | 15.39%-24.5pp | 11.22%-20.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,051 | $3,043-65.5% | $2,468-57.4% | $4,779-78.0% |
| Participant deferral / active EE | $2,048 | $4,282-52.2% | $3,686-44.4% | $5,609-63.5% |
| Admin fee / account holder | $736 | $10,436-92.9% | $6,521-88.7% | $10,827-93.2% |