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 | $55,674 | $154,117-63.9% | $129,995-57.2% | $139,434-60.1% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.0pp | 80.3%-34.9pp |
| Annual return | 0.96% | 32.48%-31.5pp | -137.18%+138.1pp | 372.94%-372.0pp |
| Employer contribution / active EE | $1,117 | $5,289-78.9% | $4,320-74.1% | $4,751-76.5% |
| Participant deferral / active EE | $8,269 | $6,710+23.2% | $5,820+42.1% | $6,710+23.2% |
| Admin fee / account holder | $7,374 | $14,007-47.4% | $10,614-30.5% | $11,403-35.3% |