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 9-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 | $31,580 | $211,958-85.1% | $169,463-81.4% | $135,375-76.7% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -14.61% | 3.26%-17.9pp | 1.83%-16.4pp | 519.73%-534.3pp |
| Employer contribution / active EE | $11,100 | $5,120+116.8% | $4,159+166.9% | $4,779+132.3% |
| Participant deferral / active EE | $15,405 | $6,075+153.6% | $5,277+191.9% | $5,609+174.7% |
| Admin fee / account holder | $10,177 | $11,471-11.3% | $9,109+11.7% | $10,827-6.0% |