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 | $41,611 | $152,509-72.7% | $117,472-64.6% | $134,475-69.1% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -31.09% | 52.99%-84.1pp | 29.74%-60.8pp | 417.96%-449.1pp |
| Employer contribution / active EE | $6,180 | $5,571+10.9% | $4,176+48.0% | $4,740+30.4% |
| Participant deferral / active EE | $10,359 | $4,818+115.0% | $4,070+154.5% | $6,400+61.9% |
| Admin fee / account holder | $14,146 | $7,004+102.0% | $5,645+150.6% | $11,426+23.8% |