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 | $19,732 | $152,509-87.1% | $117,472-83.2% | $134,475-85.3% |
| Participation rate | 43.5% | 77.1%-33.6pp | 70.6%-27.1pp | 81.2%-37.7pp |
| Annual return | -24.89% | 52.99%-77.9pp | 29.74%-54.6pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,888 | $5,571-66.1% | $4,176-54.8% | $4,740-60.2% |
| Participant deferral / active EE | $3,924 | $4,818-18.5% | $4,070-3.6% | $6,400-38.7% |
| Admin fee / account holder | $727 | $7,004-89.6% | $5,645-87.1% | $11,426-93.6% |