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 | $30,545 | $76,000-59.8% | $154,107-80.2% | $64,186-52.4% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -89.02% | 30.32%-119.3pp | 735.12%-824.1pp | 7.63%-96.7pp |
| Employer contribution / active EE | $3,054 | $3,351-8.9% | $5,298-42.4% | $2,381+28.3% |
| Participant deferral / active EE | $6,568 | $3,175+106.8% | $5,081+29.3% | $3,470+89.3% |
| Admin fee / account holder | $38,382 | $5,596+585.9% | $13,411+186.2% | $4,888+685.2% |