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 8-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 | $49,085 | $202,318-75.7% | $172,739-71.6% | $152,861-67.9% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | -13.30% | 1029.65%-1042.9pp | 802.84%-816.1pp | 345.32%-358.6pp |
| Employer contribution / active EE | $3,179 | $5,856-45.7% | $5,143-38.2% | $4,762-33.3% |
| Participant deferral / active EE | $8,395 | $5,948+41.1% | $5,198+61.5% | $5,850+43.5% |
| Admin fee / account holder | $6,075 | $17,109-64.5% | $13,954-56.5% | $11,596-47.6% |