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 4-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 | $52,692 | $95,266-44.7% | $82,389-36.0% | $142,382-63.0% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.5%-42.3pp | 80.1%-52.8pp |
| Annual return | -23.04% | 25.74%-48.8pp | 28.67%-51.7pp | 217.08%-240.1pp |
| Employer contribution / active EE | $1,378 | $2,991-53.9% | $2,517-45.3% | $4,299-68.0% |
| Participant deferral / active EE | $1,660 | $4,809-65.5% | $4,155-60.0% | $6,507-74.5% |
| Admin fee / account holder | $12,011 | $8,563+40.3% | $7,231+66.1% | $12,624-4.9% |