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 | $40,376 | $173,345-76.7% | $136,007-70.3% | $145,922-72.3% |
| Participation rate | 63.6% | 80.5%-16.8pp | 76.5%-12.8pp | 80.3%-16.6pp |
| Annual return | -13.95% | 1163.32%-1177.3pp | 579.32%-593.3pp | 561.29%-575.2pp |
| Employer contribution / active EE | $2,104 | $5,278-60.1% | $4,217-50.1% | $4,660-54.8% |
| Participant deferral / active EE | $10,219 | $8,699+17.5% | $7,025+45.5% | $6,688+52.8% |
| Admin fee / account holder | $11,392 | $9,954+14.4% | $6,858+66.1% | $13,397-15.0% |