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 6-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 | $25,466 | $84,402-69.8% | $61,373-58.5% | $134,475-81.1% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -22.04% | 584.55%-606.6pp | 338.61%-360.6pp | 417.96%-440.0pp |
| Employer contribution / active EE | $737 | $1,544-52.3% | $1,159-36.4% | $4,740-84.5% |
| Participant deferral / active EE | $2,568 | $2,819-8.9% | $2,125+20.9% | $6,400-59.9% |
| Admin fee / account holder | $951 | $2,585-63.2% | $2,130-55.4% | $11,426-91.7% |