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 7-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 | $120,254 | $175,202-31.4% | $149,673-19.7% | $139,434-13.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -1.36% | 166.71%-168.1pp | 134.42%-135.8pp | 372.94%-374.3pp |
| Employer contribution / active EE | $2,532 | $5,474-53.7% | $4,818-47.4% | $4,751-46.7% |
| Participant deferral / active EE | $17,500 | $6,519+168.5% | $5,680+208.1% | $6,710+160.8% |
| Admin fee / account holder | $3,544 | $16,150-78.1% | $13,210-73.2% | $11,403-68.9% |