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 | $29,308 | $70,756-58.6% | $65,493-55.2% | $142,382-79.4% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | -32.70% | 1754.89%-1787.6pp | 982.45%-1015.1pp | 217.08%-249.8pp |
| Employer contribution / active EE | $913 | $2,881-68.3% | $2,574-64.5% | $4,299-78.8% |
| Participant deferral / active EE | $1,949 | $4,637-58.0% | $3,961-50.8% | $6,507-70.0% |
| Admin fee / account holder | $4,674 | $6,559-28.7% | $5,028-7.0% | $12,624-63.0% |