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 | $64,686 | $99,877-35.2% | $84,966-23.9% | $145,922-55.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | -10.02% | 83.76%-93.8pp | 66.38%-76.4pp | 561.29%-571.3pp |
| Employer contribution / active EE | $1,815 | $3,231-43.8% | $2,727-33.5% | $4,660-61.1% |
| Participant deferral / active EE | $2,017 | $5,291-61.9% | $4,519-55.4% | $6,688-69.8% |
| Admin fee / account holder | $13,516 | $7,248+86.5% | $6,149+119.8% | $13,397+0.9% |