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 | $58,539 | $167,307-65.0% | $143,757-59.3% | $134,475-56.5% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.2pp | 81.2%-34.2pp |
| Annual return | -21.36% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,764 | $5,619-68.6% | $4,951-64.4% | $4,740-62.8% |
| Participant deferral / active EE | $5,933 | $6,446-8.0% | $5,637+5.2% | $6,400-7.3% |
| Admin fee / account holder | $595 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |