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 | $29,617 | $190,805-84.5% | $159,960-81.5% | $134,475-78.0% |
| Participation rate | 53.3% | 81.9%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -20.60% | 552.23%-572.8pp | 408.60%-429.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,772 | $4,995-64.5% | $4,226-58.1% | $4,740-62.6% |
| Participant deferral / active EE | $2,787 | $6,923-59.7% | $6,182-54.9% | $6,400-56.4% |
| Admin fee / account holder | $541 | $10,471-94.8% | $8,698-93.8% | $11,426-95.3% |