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 3-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 | $56,763 | $95,561-40.6% | $77,163-26.4% | $139,434-59.3% |
| Participation rate | 56.5% | 73.9%-17.4pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | -39.83% | 54.92%-94.7pp | 37.87%-77.7pp | 372.94%-412.8pp |
| Employer contribution / active EE | $3,868 | $3,147+22.9% | $2,535+52.6% | $4,751-18.6% |
| Participant deferral / active EE | $5,828 | $4,624+26.0% | $3,833+52.0% | $6,710-13.2% |
| Admin fee / account holder | $2,914 | $8,295-64.9% | $5,472-46.8% | $11,403-74.4% |