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 | $57,538 | $159,602-63.9% | $150,045-61.7% | $142,382-59.6% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.3%-38.6pp | 80.1%-36.4pp |
| Annual return | -24.21% | 70.24%-94.4pp | 62.55%-86.8pp | 217.08%-241.3pp |
| Employer contribution / active EE | $1,833 | $4,961-63.0% | $4,693-60.9% | $4,299-57.4% |
| Participant deferral / active EE | $4,585 | $8,310-44.8% | $7,997-42.7% | $6,507-29.5% |
| Admin fee / account holder | $13,449 | $14,846-9.4% | $13,435+0.1% | $12,624+6.5% |