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 5-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 | $43,104 | $138,044-68.8% | $125,339-65.6% | $134,475-67.9% |
| Participation rate | 26.7% | 84.5%-57.8pp | 82.4%-55.7pp | 81.2%-54.6pp |
| Annual return | -31.40% | 750.33%-781.7pp | 572.05%-603.4pp | 417.96%-449.4pp |
| Employer contribution / active EE | $1,605 | $5,243-69.4% | $4,814-66.6% | $4,740-66.1% |
| Participant deferral / active EE | $4,631 | $7,799-40.6% | $7,446-37.8% | $6,400-27.6% |
| Admin fee / account holder | $12,488 | $11,571+7.9% | $10,010+24.8% | $11,426+9.3% |