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 | $81,344 | $149,040-45.4% | $120,225-32.3% | $137,256-40.7% |
| Participation rate | 36.8% | 75.4%-38.6pp | 69.6%-32.7pp | 80.0%-43.1pp |
| Annual return | -56.63% | 605.68%-662.3pp | 439.23%-495.9pp | 220.34%-277.0pp |
| Employer contribution / active EE | $735 | $4,350-83.1% | $3,475-78.8% | $4,156-82.3% |
| Participant deferral / active EE | $1,345 | $4,655-71.1% | $3,999-66.4% | $6,407-79.0% |
| Admin fee / account holder | $357 | $6,348-94.4% | $5,696-93.7% | $12,270-97.1% |