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 7-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 | $64,782 | $167,307-61.3% | $143,757-54.9% | $134,475-51.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -27.16% | 0.46%-27.6pp | -0.04%-27.1pp | 417.96%-445.1pp |
| Employer contribution / active EE | $2,503 | $5,619-55.5% | $4,951-49.4% | $4,740-47.2% |
| Participant deferral / active EE | $11,225 | $6,446+74.1% | $5,637+99.1% | $6,400+75.4% |
| Admin fee / account holder | $6,254 | $18,088-65.4% | $14,673-57.4% | $11,426-45.3% |