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 | $115,172 | $148,534-22.5% | $135,903-15.3% | $139,434-17.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -1.62% | 79.19%-80.8pp | 68.23%-69.9pp | 372.94%-374.6pp |
| Employer contribution / active EE | $5,053 | $5,243-3.6% | $4,856+4.1% | $4,751+6.4% |
| Participant deferral / active EE | $25,432 | $8,100+214.0% | $7,758+227.8% | $6,710+279.0% |
| Admin fee / account holder | $118,608 | $12,400+856.5% | $10,762+1002.1% | $11,403+940.2% |