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 | $39,902 | $152,509-73.8% | $117,472-66.0% | $134,475-70.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -20.85% | 52.99%-73.8pp | 29.74%-50.6pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,596 | $5,571-35.5% | $4,176-13.9% | $4,740-24.1% |
| Participant deferral / active EE | $4,804 | $4,818-0.3% | $4,070+18.0% | $6,400-24.9% |
| Admin fee / account holder | $394 | $7,004-94.4% | $5,645-93.0% | $11,426-96.6% |