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 | $54,267 | $106,515-49.1% | $96,683-43.9% | $139,434-61.1% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | -33.19% | 38.43%-71.6pp | 35.69%-68.9pp | 372.94%-406.1pp |
| Employer contribution / active EE | $4,743 | $4,103+15.6% | $3,737+26.9% | $4,751-0.2% |
| Participant deferral / active EE | $1,655 | $5,454-69.7% | $4,878-66.1% | $6,710-75.3% |
| Admin fee / account holder | $1,101 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |