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 4-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 | $24,314 | $97,744-75.1% | $103,476-76.5% | $145,922-83.3% |
| Participation rate | 55.6% | 81.1%-25.5pp | 80.5%-25.0pp | 80.3%-24.7pp |
| Annual return | -24.77% | 25.41%-50.2pp | 23.90%-48.7pp | 561.29%-586.1pp |
| Employer contribution / active EE | $2,576 | $4,677-44.9% | $4,672-44.9% | $4,660-44.7% |
| Participant deferral / active EE | $3,019 | $6,603-54.3% | $6,623-54.4% | $6,688-54.9% |
| Admin fee / account holder | $12,581 | $12,515+0.5% | $9,413+33.7% | $13,397-6.1% |