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 8-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 | $29,627 | $167,307-82.3% | $143,757-79.4% | $134,475-78.0% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -20.68% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,639 | $5,619-70.8% | $4,951-66.9% | $4,740-65.4% |
| Participant deferral / active EE | $2,967 | $6,446-54.0% | $5,637-47.4% | $6,400-53.6% |
| Admin fee / account holder | $2,444 | $18,088-86.5% | $14,673-83.3% | $11,426-78.6% |