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 | $51,558 | $105,126-51.0% | $94,646-45.5% | $139,434-63.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | -0.48% | 38.03%-38.5pp | 156.71%-157.2pp | 372.94%-373.4pp |
| Employer contribution / active EE | $3,041 | $4,106-25.9% | $3,672-17.2% | $4,751-36.0% |
| Participant deferral / active EE | $5,568 | $7,599-26.7% | $7,418-24.9% | $6,710-17.0% |
| Admin fee / account holder | $12,941 | $8,984+44.0% | $7,231+79.0% | $11,403+13.5% |