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 | $19,361 | $105,860-81.7% | $90,749-78.7% | $134,475-85.6% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -21.28% | -11.01%-10.3pp | -12.16%-9.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $851 | $3,462-75.4% | $2,921-70.9% | $4,740-82.0% |
| Participant deferral / active EE | $2,405 | $5,216-53.9% | $4,564-47.3% | $6,400-62.4% |
| Admin fee / account holder | $2,848 | $13,938-79.6% | $8,445-66.3% | $11,426-75.1% |