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 | $73,336 | $138,044-46.9% | $125,339-41.5% | $134,475-45.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.94% | 750.33%-774.3pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $12,349 | $5,243+135.5% | $4,814+156.5% | $4,740+160.5% |
| Participant deferral / active EE | $11,081 | $7,799+42.1% | $7,446+48.8% | $6,400+73.1% |
| Admin fee / account holder | $22,464 | $11,571+94.1% | $10,010+124.4% | $11,426+96.6% |