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 | $39,683 | $111,814-64.5% | $103,374-61.6% | $145,959-72.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | -6.26% | 24.77%-31.0pp | 24.89%-31.1pp | 561.95%-568.2pp |
| Employer contribution / active EE | $1,936 | $4,214-54.0% | $3,869-50.0% | $4,661-58.5% |
| Participant deferral / active EE | $2,953 | $5,618-47.4% | $5,058-41.6% | $6,689-55.9% |
| Admin fee / account holder | $21,068 | $9,754+116.0% | $8,394+151.0% | $13,398+57.2% |