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 7-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 | $11,074 | $106,543-89.6% | $91,220-87.9% | $134,475-91.8% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -21.12% | 160.60%-181.7pp | 114.01%-135.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,930 | $3,331-42.1% | $2,850-32.3% | $4,740-59.3% |
| Participant deferral / active EE | $3,336 | $4,719-29.3% | $4,234-21.2% | $6,400-47.9% |
| Admin fee / account holder | $4,046 | $6,231-35.1% | $5,420-25.4% | $11,426-64.6% |