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 | $31,659 | $135,952-76.7% | $123,892-74.4% | $273,961-88.4% |
| Participation rate | 52.6% | 84.1%-31.4pp | 81.4%-28.8pp | 83.0%-30.4pp |
| Annual return | -2.24% | 56.63%-58.9pp | 47.52%-49.8pp | 41.45%-43.7pp |
| Employer contribution / active EE | $1,893 | $5,170-63.4% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $2,026 | $6,343-68.1% | $5,984-66.1% | $5,287-61.7% |
| Admin fee / account holder | $3,013 | $9,817-69.3% | $8,357-63.9% | $10,132-70.3% |