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 5-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 | $87,020 | $179,726-51.6% | $156,263-44.3% | $142,382-38.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | -28.24% | 77.86%-106.1pp | 59.47%-87.7pp | 217.08%-245.3pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,863 | $6,956-58.8% | $6,158-53.5% | $6,507-56.0% |
| Admin fee / account holder | $33,456 | $17,272+93.7% | $14,255+134.7% | $12,624+165.0% |