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 | $60,296 | $95,862-37.1% | $79,550-24.2% | $134,475-55.2% |
| Participation rate | 64.7% | 75.0%-10.3pp | 69.5%-4.8pp | 81.2%-16.5pp |
| Annual return | -23.43% | -2.69%-20.7pp | 0.16%-23.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,104 | $3,128-64.7% | $2,413-54.3% | $4,740-76.7% |
| Participant deferral / active EE | $6,375 | $4,693+35.8% | $3,985+60.0% | $6,400-0.4% |
| Admin fee / account holder | $1,073 | $9,126-88.2% | $6,832-84.3% | $11,426-90.6% |