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 9-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 | $28,994 | $138,065-79.0% | $123,544-76.5% | $135,375-78.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -18.57% | 153.68%-172.3pp | 119.20%-137.8pp | 519.73%-538.3pp |
| Employer contribution / active EE | $3,473 | $5,151-32.6% | $4,628-25.0% | $4,779-27.3% |
| Participant deferral / active EE | $8,509 | $6,799+25.2% | $6,426+32.4% | $5,609+51.7% |
| Admin fee / account holder | $662 | $10,916-93.9% | $9,284-92.9% | $10,827-93.9% |