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 | $36,422 | $167,307-78.2% | $143,757-74.7% | $134,475-72.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -24.85% | 0.46%-25.3pp | -0.04%-24.8pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,184 | $5,619-78.9% | $4,951-76.1% | $4,740-75.0% |
| Participant deferral / active EE | $6,387 | $6,446-0.9% | $5,637+13.3% | $6,400-0.2% |
| Admin fee / account holder | $1,074 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |