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 | $58,542 | $76,000-23.0% | $154,107-62.0% | $64,186-8.8% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -8.97% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $911 | $3,351-72.8% | $5,298-82.8% | $2,381-61.8% |
| Participant deferral / active EE | $3,136 | $3,175-1.2% | $5,081-38.3% | $3,470-9.6% |
| Admin fee / account holder | $860 | $5,596-84.6% | $13,411-93.6% | $4,888-82.4% |