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 | $67,995 | $108,919-37.6% | $100,391-32.3% | $145,922-53.4% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | -5.96% | 57.88%-63.8pp | 49.20%-55.2pp | 561.29%-567.2pp |
| Employer contribution / active EE | $2,649 | $4,419-40.1% | $3,942-32.8% | $4,660-43.1% |
| Participant deferral / active EE | $2,990 | $8,445-64.6% | $8,082-63.0% | $6,688-55.3% |
| Admin fee / account holder | $11,109 | $9,689+14.7% | $7,899+40.6% | $13,397-17.1% |