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 | $27,303 | $138,044-80.2% | $125,339-78.2% | $134,475-79.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.01% | 750.33%-777.3pp | 572.05%-599.1pp | 417.96%-445.0pp |
| Employer contribution / active EE | $2,253 | $5,243-57.0% | $4,814-53.2% | $4,740-52.5% |
| Participant deferral / active EE | $2,817 | $7,799-63.9% | $7,446-62.2% | $6,400-56.0% |
| Admin fee / account holder | $3,616 | $11,571-68.8% | $10,010-63.9% | $11,426-68.4% |