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 | $39,914 | $167,307-76.1% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -28.44% | 0.46%-28.9pp | -0.04%-28.4pp | 417.96%-446.4pp |
| Employer contribution / active EE | $7,897 | $5,619+40.5% | $4,951+59.5% | $4,740+66.6% |
| Participant deferral / active EE | $20,650 | $6,446+220.4% | $5,637+266.3% | $6,400+222.7% |
| Admin fee / account holder | $3,834 | $18,088-78.8% | $14,673-73.9% | $11,426-66.4% |