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 4-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 | $26,238 | $138,044-81.0% | $125,339-79.1% | $134,475-80.5% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -26.31% | 750.33%-776.6pp | 572.05%-598.4pp | 417.96%-444.3pp |
| Employer contribution / active EE | $2,950 | $5,243-43.7% | $4,814-38.7% | $4,740-37.8% |
| Participant deferral / active EE | $7,112 | $7,799-8.8% | $7,446-4.5% | $6,400+11.1% |
| Admin fee / account holder | $3,723 | $11,571-67.8% | $10,010-62.8% | $11,426-67.4% |