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 9-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 | $61,633 | $152,587-59.6% | $125,175-50.8% | $152,861-59.7% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | -0.07% | 54.84%-54.9pp | 43.79%-43.9pp | 345.32%-345.4pp |
| Employer contribution / active EE | $1,356 | $4,946-72.6% | $3,865-64.9% | $4,762-71.5% |
| Participant deferral / active EE | $3,162 | $5,868-46.1% | $4,937-35.9% | $5,850-45.9% |
| Admin fee / account holder | $712 | $13,434-94.7% | $9,702-92.7% | $11,596-93.9% |