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 | $90,521 | $154,117-41.3% | $129,995-30.4% | $139,434-35.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | -7.31% | 32.48%-39.8pp | -137.18%+129.9pp | 372.94%-380.3pp |
| Employer contribution / active EE | $1,089 | $5,289-79.4% | $4,320-74.8% | $4,751-77.1% |
| Participant deferral / active EE | $9,313 | $6,710+38.8% | $5,820+60.0% | $6,710+38.8% |
| Admin fee / account holder | $865 | $14,007-93.8% | $10,614-91.9% | $11,403-92.4% |