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 8-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 | $30,319 | $133,958-77.4% | $112,228-73.0% | $134,475-77.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -22.36% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,318 | $4,038-67.4% | $3,635-63.7% | $4,740-72.2% |
| Participant deferral / active EE | $5,556 | $5,291+5.0% | $4,728+17.5% | $6,400-13.2% |
| Admin fee / account holder | $14,000 | $7,489+87.0% | $6,410+118.4% | $11,426+22.5% |