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 | $62,154 | $153,772-59.6% | $133,980-53.6% | $273,961-77.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | -9.14% | 36.51%-45.7pp | 29.30%-38.4pp | 41.45%-50.6pp |
| Employer contribution / active EE | $4,936 | $6,029-18.1% | $5,211-5.3% | $4,869+1.4% |
| Participant deferral / active EE | $10,163 | $6,958+46.0% | $6,282+61.8% | $5,287+92.2% |
| Admin fee / account holder | $32,929 | $11,765+179.9% | $9,324+253.2% | $10,132+225.0% |