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 | $46,747 | $159,901-70.8% | $146,958-68.2% | $145,922-68.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | -68.48% | 98.13%-166.6pp | 418.34%-486.8pp | 561.29%-629.8pp |
| Employer contribution / active EE | $1,734 | $5,286-67.2% | $4,933-64.9% | $4,660-62.8% |
| Participant deferral / active EE | $2,867 | $8,428-66.0% | $8,070-64.5% | $6,688-57.1% |
| Admin fee / account holder | $788 | $15,044-94.8% | $12,998-93.9% | $13,397-94.1% |