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 | $101,831 | $127,264-20.0% | $109,895-7.3% | $167,490-39.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | -61.62% | 22.97%-84.6pp | 29.45%-91.1pp | 478.56%-540.2pp |
| Employer contribution / active EE | $1,565 | $3,322-52.9% | $2,842-44.9% | $4,837-67.7% |
| Participant deferral / active EE | $4,981 | $4,514+10.3% | $4,048+23.0% | $6,341-21.5% |
| Admin fee / account holder | $22,557 | $7,114+217.1% | $6,066+271.9% | $12,309+83.3% |