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 | $34,860 | $84,402-58.7% | $61,373-43.2% | $134,475-74.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -23.41% | 584.55%-608.0pp | 338.61%-362.0pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,126 | $1,544-27.1% | $1,159-2.9% | $4,740-76.3% |
| Participant deferral / active EE | $2,161 | $2,819-23.4% | $2,125+1.7% | $6,400-66.2% |
| Admin fee / account holder | $416 | $2,585-83.9% | $2,130-80.5% | $11,426-96.4% |